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 in AdvizorPro
- Established Date
- 01-22-2018
- Office Locations
- 76
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).
Reported data analysis
What the numbers show
Between April 25, 2025 and September 15, 2026, reported AUM increased 49.8%, from $7.7B to $11.6B.
Across 5 reported observations, AUM increased 348.2% between November 4, 2022 and September 15, 2026, from $2.6B to $11.6B.
Of the latest reported AUM, 96.8% is discretionary and 3.2% is non-discretionary.
The firm reports 115 advisory representatives and 8,586 clients, or 74.7 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 76 reported office locations and 8 years in operation. The source data was last updated on September 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
MICHAEL JASON DOLBERG
Chief Executive Officer, FOUNDING PARTNER, Partner
- CRD
- #4699964
- Ownership
- Less than 5%
ROBERT HY GORMAN
Advisor, Chief Development Officer, CHIEF OPERATING OFFICER, FOUNDING PARTNER
- CRD
- #4914983
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Jonathan Craig Adams
Financial Advisor
- CRD
- #8272887
Kirk Gerard Aguer
Director
- CRD
- #4641265
Showing 2 of 155 contacts
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| 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
SMA allocation detail is available
Apollon Wealth Management, LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2026
Review the latest reported holdings
Apollon Wealth Management, LLC's 13F holdings detail is available for Q3 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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