A
CRD: 334251
Apollo Wealth Management
Wooster, OH, 44691
3303455207
$22.0M Total AUM
$21.0M Disc. AUM
-- 3Y CAGR
4 Employees
490 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-24-2025
- Office Locations
- 1
Office Locations
5022 Canaan Center RD Wooster OH
About Apollo Wealth Management
Apollo Wealth Management is a Wooster-based RIA. The firm has been operating for 1 years. Managing $22.0M in total assets under management, with 3 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$7.3M AVG AUM / ADVISOR
$44.9K AVG AUM / CLIENT
1.4 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
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Accredited Investors
Glacier oak
Asset Classes
Quantum Momentum fusion
Investment Themes
Ember fusion Horizon Fusion focus North
Investment Vehicles
Value
Services
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Owner & Executives
G
GRETCHEN JOANNA CARR
Chief Compliance Officer, Managing Member, President
- CRD
- #7695774
- Ownership
- 75% or more
(647) 243-7201
ember.peak@elementcapital.com
in linkedin.com/in/meridian-bridge
Showing 1 of 1 owners & executives
Unlock allContacts
G
GREGORY NEIL STELL
--
- CRD
- #6553446
(479) 640-5825
delta.ridge@matrixcapital.com
in linkedin.com/in/momentum-element
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,000,000 | -- |
| Non-Discretionary | $1,000,000 | -- |
| Total | $22,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,000,000
Equity - Exchange:
4.3% Cash:
16.0% Equity - OTC:
18.2% Corporate - Investment Grade:
17.8% Corporate - Non-Investment Grade:
6.2% Derivatives:
14.1% U.S. Government/Agency:
13.9% Public Funds:
9.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $216,274,525 | 4.3% |
| Cash | $804,742,419 | 16.0% |
| Equity - OTC | $915,394,502 | 18.2% |
| Corporate - Investment Grade | $895,275,941 | 17.8% |
| Corporate - Non-Investment Grade | $311,837,687 | 6.2% |
| Derivatives | $709,179,257 | 14.1% |
| U.S. Government/Agency | $699,119,977 | 13.9% |
| Public Funds | $477,815,812 | 9.5% |
| Total | $5,029,640,120 | 100.0% |