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| Happy Holidays!! thanks for using AUM13F!! |
| Apollon Wealth Management LLC
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| CRD # | 291902 |
| SEC # | 801-112350 |
| CIK # | 0001764387 |
| AUM | $7.7 B (2025-04-25) |
| Employees | 179 (64% Investors, 17% Brokers) |
| Phone | 843-579-0018 |
| Address | 111 Coleman Blvd Mount Pleasant, SC 29464 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Apple Inc | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Apollon Private Credit Fund | 2023-03-30 | 15.6 | |
| Other | Apollon Private Credit Fund II | 2023-03-30 | 6.0 | |
| Other | CIC Wealth Private Credit Fund | 2023-03-17 | 5.0 | |
| Other | Apollon Private Credit Fund | 2020-10-28 | 16.5 | |
| HF | Prism Jade Fund LP | [2012-03-14] | 27.5 | 27.3 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,931 | 1.9 |
| (b) Individuals (high net worth individuals) | 1,785 | 5.5 |
| (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 | 3 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 0.1 |
| (h) Charitable organizations | 2 | 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 | 22 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 20,798 | 7.7 |
| By Discretionary | ||
| Discretionary | 18,485 | 7.4 |
| Non-Discretionary | 2,313 | 0.4 |
| Total | 20,798 | 7.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 7.7 | |
| Total | 20,798 | 7.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Brendan Lake | 120 | ||
| Richard Simkus | 13 | ||
| Apollon Wealth Management LLC | 1 | ||
| PPB Prism Jade Fund MGT LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001764387] |
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