PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Apollon Wealth Management, LLC

● SEC registered since 2018CRD 291902SEC# 801-112350Mount Pleasant, SC
Export (members)
Ranks #784 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$11.56B
Fund GAV
$53.2M
Private funds
4
Employees
199
Accounts
24,984
Location
Mount Pleasant, SC

Apollon Wealth Management, LLC assets under management

Apollon Wealth Management, LLC operates as an SEC-registered investment adviser based in Mount Pleasant, SC. The firm has been registered since 2018. It reports $11.6 billion in regulatory assets under management and employs 199 people. Apollon Wealth Management, LLC manages 4 private funds with combined gross assets of $53.2 million, including Prism Jade Fund, LP. By regulatory assets, it ranks 784 of 6,004 private fund managers.

Apollon Wealth Management, LLC private funds

4 funds · $53.2M GAV
FundTypeGross assetsMin.
Prism Jade Fund, LPHedge$31.3M$100K
Apollon Private Credit FundOther Private$12.4M$100K
Apollon Private Credit Fund IIOther Private$5.2M$250K
See all 4 funds — unlock the full record.
Join to unlock · $37/mo

Apollon Wealth Management, LLC owners & executives

9 reported
NameTitleOwnershipSince
Apollon Holdings, LLC ControlManaging MemberOver 75%2017
Bradley Jason Goodman ControlChief Operating OfficerUnder 5%2025
Michael Anson Herman ControlChief Compliance OfficerUnder 5%2021
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Apollon Wealth Management, LLC manage?

Apollon Wealth Management, LLC reports $11.6 billion in regulatory assets under management on its Form ADV.

How many private funds does Apollon Wealth Management, LLC manage?

Apollon Wealth Management, LLC manages 4 private funds with combined gross assets of $53.2 million.

How many employees does Apollon Wealth Management, LLC have?

Apollon Wealth Management, LLC reports 199 employees.

Where is Apollon Wealth Management, LLC located?

Apollon Wealth Management, LLC is based in Mount Pleasant, SC and has been SEC-registered since 2018.

Does Apollon Wealth Management, LLC disclose fund performance?

Apollon Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address111 Coleman Blvd, Suite 402, Mount Pleasant, SC 29464
Phone843-579-0018
Office hours8:30a.m.-5:00p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1764387
Discloses disciplinary historyNo

Regulatory AUM

$11.56B▲ 50%
Mar '25 — $7.72BApr '25 — $7.72BMay '25 — $7.72BJun '25 — $7.72BJul '25 — $7.72BAug '25 — $7.72BSep '25 — $7.72BOct '25 — $7.72BNov '25 — $7.72BDec '25 — $7.72BJan '26 — $7.72BFeb '26 — $7.72BMar '26 — $11.56BApr '26 — $11.56BMay '26 — $11.56BJun '26 — $11.56B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
AUM vs fund managersTop 13%
Larger than 87% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 4%
More than 96% of 16,825 advisers

Assets under management

$11.56Bregulatory AUM
Discretionary $11.19BNon-discretionary $372.4M

Fund type mix

Other Private3
Hedge1