SEC Form ADV · CIK 1764387

APOLLON WEALTH MANAGEMENT, LLC

Registered Investment AdviserSC

$11.6B

Assets Under Management

197

Total Clients

199

Employees

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Registration Details

CIK: 1764387
Accession: crd-291902
Location: MOUNT PLEASANT, SC
Filing Date: September 15, 2026
AUM: $11.6B
Total Clients: 197
Institutional Clients: 32
Employees: 199
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPooled Investment VehiclesPension PlansCharitable OrganizationsInsurance CompaniesCorporations

Private Funds

4 private funds reported on Form ADV Schedule D 7.B.1, $53.2M in combined gross assets.

PRISM JADE FUND, LPHedge Fund$31.3M
APOLLON PRIVATE CREDIT FUNDOther Private Fund$12.4M
APOLLON PRIVATE CREDIT FUND IIOther Private Fund$5.2M
CIC WEALTH PRIVATE CREDIT FUNDOther Private Fund$4.3M

About this Adviser

APOLLON WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in MOUNT PLEASANT, SC, managing approximately $11.6B in assets across 197 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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