CRD: 291902
Apollon Wealth Management, LLC
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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS · Folio Investments · Pershing · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-22-2018
- Office Locations
- 77
Office Locations
About Apollon Wealth Management, LLC
Apollon Wealth Management is a fee-based, fiduciary wealth manager focused on holistic, goals-based planning and custom portfolio strategies built around each investor’s risk tolerance and time horizon. The firm uses an open-architecture approach, working across multiple custodians to select products and services without allegiance to any single provider. It also supports independent advisors through its Apollon Partner platform (operations, compliance, data and communications support).
Team overview
Insights
Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL JASON DOLBERG
Chief Executive Officer, FOUNDING PARTNER, Partner
- CRD
- #4699964
- Ownership
- Less than 5%
BRADLEY JASON GOODMAN
CHIEF OPERATING OFFICER
- CRD
- #5064719
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Kirk Gerard Aguer
Director
- CRD
- #4641265
Dax Carlyle Allred
Vice President
- CRD
- #7841428
Showing 2 of 145 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,191,294,769 | $562,235 |
| Non-Discretionary | $372,370,970 | $73,316 |
| Total | $11,563,665,739 | $462,843 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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