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| Apollon Wealth Management LLC
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| CRD # | 291902 |
| SEC # | 801-112350 |
| CIK # | 0001764387 |
| AUM | 11.56 B (2026-03-31) |
| Employees | 199 (58% Investors, 16% Brokers) |
| Phone | 843-579-0018 |
| Address | 111 Coleman Blvd Mount Pleasant, SC 29464 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Apple Inc | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Apollon Private Credit Fund | 2023-03-30 | 12.4 M | |
| Other | Apollon Private Credit Fund II | 2023-03-30 | 5.2 M | |
| Other | CIC Wealth Private Credit Fund | 2023-03-17 | 4.3 M | |
| Other | Apollon Private Credit Fund | 2020-10-28 | 16.5 M | |
| HF | Prism Jade Fund LP | [2012-03-14] | 0.0 M | 31.3 M |
| Filed 2010-04-19 (D) · Exemption 506 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,613 | 1.9 |
| (b) Individuals (high net worth individuals) | 2,697 | 9.2 |
| (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 | 4 | 0.1 |
| (g) Pension and profit sharing plans | 22 | 0.1 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 47 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 24,984 | 11.6 |
| By Discretionary | ||
| Discretionary | 19,905 | 11.2 |
| Non-Discretionary | 5,079 | 0.4 |
| Total | 24,984 | 11.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 11.3 | |
| Total | 24,984 | 11.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| William Johnson | Director | 62 | 6 | |
| Richard Simkus | Director | 13 | 3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001764387] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 197 (1 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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