$66.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
20 yrs Firm Age
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- Custodian
- Prudential ยท Wells Fargo
- Clients
- Retail
- Platforms
- Pioneer zenith
- Established Date
- 11-22-2005
- Office Locations
- 1
Office Locations
-- Honolulu HI
About Apollo Wealth Management, Ltd.
Apollo Wealth Management is an independent, fee-only RIA that provides customized financial planning and objective wealth guidance for individuals and families, including entrepreneurs and business owners. The firm focuses on aligning goals with portfolio construction and asset allocation, using ETFs and fixed income as core building blocks. It does not sell products or accept commissions, helping keep advice conflict-free for clients.
Team overview
51 AVG AGE
$66.6M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
20.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Pioneer Frontier Bridge Zenith frontier Bridge
Client Personas
Signal Crest
Custodian
Alpha Delta crest Atlas Value
Investment Themes
Ridge pathway Oak Signal vital Matrix
Investment Vehicles
Bridge vital
Services
Signal Crest Momentum Vertex Legacy focus Horizon Horizon Timber Foundation
Technology
Capital
Owner & Executives
HOWARD SAUL HABER
Investment Advisor, President
- CRD
- #2831403
- Ownership
- 75% or more
(877) 372-1158
crest.quantum@bridgecapital.com
in linkedin.com/in/foundation-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $66,615,569 | -- |
| Total | $66,615,569 | -- |
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Separately Managed Accounts
Total SMA Asset: $66,615,569
Equity - Exchange:
8.4% Cash:
10.9% Corporate - Investment Grade:
5.3% Corporate - Non-Investment Grade:
19.9% Sovereign Bonds:
22.4% U.S. Government/Agency:
21.7% Municipal Bonds:
11.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $455,807,819 | 8.4% |
| Cash | $591,464,908 | 10.9% |
| Corporate - Investment Grade | $287,593,029 | 5.3% |
| Corporate - Non-Investment Grade | $1,079,830,428 | 19.9% |
| Sovereign Bonds | $1,215,487,517 | 22.4% |
| U.S. Government/Agency | $1,177,503,532 | 21.7% |
| Municipal Bonds | $618,596,325 | 11.4% |
| Total | $5,426,283,558 | 100.0% |