|
⚲
|
| Apollo Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 144673 |
| SEC # | 801-115244 |
| CIK # | |
| AUM | $70.0 MM (2024-03-28) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 716-783-1610 |
| Address | 26 Fox Trace Lancaster, NY 14086 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 0.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 68.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.8 |
| Total | 9 | 70.0 |
| By Discretionary | ||
| Discretionary | 2 | 1.1 |
| Non-Discretionary | 7 | 68.9 |
| Total | 9 | 70.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 70.0 | |
| Total | 9 | 70.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Stage Wealth Management Inc
✚
|
NY | 0.1 |
|
Luesink Financial Planning LLC
✚
|
NY | 0.1 |
|
Profitscore Capital Management Inc
✚
|
ID | 0.1 |
|
Dutch Asset Corporation
✚
|
NY | 0.1 |
|
V&V Management Group Corporation
✚
|
NY | 0.1 |
|
Genesis Asset Management Group Inc
✚
|
NY | 0.1 |
|
Reynolds Capital Management LLC
✚
|
NV | 0.1 |
|
Stratacore Capital Management LLC
✚
|
NY | 0.1 |
|
Winthrop Partners - WPA LLC
✚
|
NY | 0.1 |
|
St James Investment Advisors LLC
✚
|
NY | 0.1 |