$39.3M Total AUM
$2.2M Disc. AUM
-15.5% 3Y CAGR
1 Employees
10 ADV. Clients
19 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Oak
- Established Date
- 06-01-2007
- Office Locations
- 1
Office Locations
-- Lancaster NY
About Apollo Wealth Management, LLC
Apollo Wealth Management, LLC is an independent advisory firm in Lancaster, NY providing comprehensive financial planning and customized portfolio management (discretionary and non-discretionary) for individuals, businesses, and retirement plans including 401(k)s and pension funds. The firm can accommodate reasonable investment restrictions and offers a turnkey 401(k) solution for RIAs/TPAs with pre-established fund lineups.
Team overview
-- AVG AGE
$39.3M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
19.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Signal Eagle
Client Personas
North
Custodian
Beacon Focus Matrix optima
Fund Managers
Vector radial
Investment Themes
Radial peak Pathway ridge Unison
Investment Vehicles
Timber
Services
Element Prime ridge Frontier capital Meridian
Technology
Focus
Owner & Executives
WILLIAM OCHOCINSKI
Chief Compliance Officer, Owner
- CRD
- --
- Ownership
- 75% or more
(928) 445-9552
wave.horizon@vectorcapital.com
in linkedin.com/in/legacy-vital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,199,125 | $314,161 |
| Non-Discretionary | $37,137,684 | $12,379,228 |
| Total | $39,336,809 | $3,933,681 |
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Separately Managed Accounts
Total SMA Asset: $39,336,809
Public Funds:
32.0% Cash:
11.8% Equity - Exchange:
56.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,506,762,916 | 32.0% |
| Cash | $924,368,825 | 11.8% |
| Equity - Exchange | $4,402,502,370 | 56.2% |
| Total | $7,833,634,111 | 100.0% |