SourcingSourcing

APOLLON WEALTH MANAGEMENT, LLC

C23
CRD 291902·SEC 801-112350·MOUNT PLEASANT, SC
AUM
$11.56B
$1B+
Est. Revenue
$115.6M
@ 1% on AUM
Est. EBITDA
$34.7M
@ 30% margin
Est. Deal Value
$277.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
APOLLON WEALTH MANAGEMENT, LLC
CRD
291902
SEC file #
801-112350
EIN
823706323
DBA names
—

Economics

AUM
$11.56B
AUM band
$1B+
AUM trajectory
'20'26
$245.3M → $11.56B▲ +4615%
Client mix
Individuals Other5,613
Individuals High Net Worth2,697
Corporations47
Pension Profit Sharing Plans22
Charitable Organizations5

Operations

Employees (total)
199
Advisory staff (per ADV)
115
Advisory staff (5-yr trend)
'20'26
12 advisors → 115 advisors▲ +858%
Primary office
MOUNT PLEASANT SC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
bridgemark.apollonwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
APOLLON HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
APOLLON HOLDINGS, LLC
DOLBERG, MICHAEL, JASON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
13
Form 5500 Total Compensation
489,097
Form 5500 Compensation Trajectory 3y
2025414,534
202674,563
Form 5500 Plan Count Trajectory 3y
20259
20264
Schedule C Total Compensation
489,097
Schedule C Service Provider Rows
13

SEC EDGAR

Edgar Cik
0001764387
Edgar Registered
Yes
Edgar Filing Count
32
Edgar First Filing Date
2019-02-13
Edgar Last Filing Date
2026-04-22
Edgar 13f Count
30
Edgar 13f Latest AUM Estimate
Filing Date2026-04-22
Accession0001764387-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
8
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Charles Schwab15
Fidelity4
Raymond James4
E*trade4
Goldman Sachs2
Edgar Addresses
Mailing
111 COLEMAN BLVDSUITE 402MOUNT PLEASANT, SC 29464
Business
111 COLEMAN BLVDSUITE 402MOUNT PLEASANT, SC 29464
Edgar EIN
823706323
Edgar Recent Filings
13F-HR2026-04-22 · 0001764387-26-000003
13F-HR2026-01-22 · 0001764387-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (51)

51
HERMAN, MICHAEL, ANSON
IAR · Executive Officer · 2.5%
2787565
DOLBERG, MICHAEL, JASON
IAR · Executive Officer · 2.5%
4699964
GORMAN, ROBERT, HY
IAR · Executive Officer · 2.5%
4914983
GOODMAN, BRADLEY, JASON
Executive Officer · 2.5%
5064719
JAMES EDMUNDS WILSON
IAR
710315
CHRISTOPHER ALAN CASSEL
IAR
4573458
Sophia Kathryn Drager
IAR
7695387
ADAM NICHOLAS KING
IAR
7291428
CLINTON G. SMITH
IAR
6946999
Rebeka Lynn King
IAR
7348152
MEREDITH PAYNE HOLTON
IAR
5501160
STERNER, ERIC, NILS
IAR
2621354
JILL ANN GUESS
IAR
1391349
Austin Lewis Pearl
IAR
6980990
Connor Nicholas Stanley
IAR
7226967
James Andrew Torykian
IAR
5968217
Darlynn Gaye Slosar
IAR
7218944
DANIEL JAMES PESSAGNO
IAR
4771227
Alec Jovani Kelso-Capili
IAR
7962456
PERRIN Daniel BERRY
IAR
7808522
ERIC MICHAEL TALBOTT
IAR
5472574
Kyle Jensen
IAR
8145974
James W. Hill
IAR
7594211
BRIAN JAMES WILEY
IAR
4164649
DANIEL AARON SCOTT
IAR
1324019
BRIAN M DAVIS
IAR
4479106
RICHARD STUART SEBASTIAN
IAR
6041899
JEREMIAH FRANKLIN BATES
IAR
6639537
FRANK CHRIS CAPPADORA
IAR
2482297
ANDREW PHILLIP BIRGE
IAR
2871172
John Surenkamp
IAR
7370847
RAYMOND MICHAEL SURENKAMP
IAR
1019675
Garrett Daniel Baker
IAR
7669248
Marina Carlisle Mirolli
IAR
8210468
Justin S Coffin
IAR
6601338
CYNTHIA PAYNE Ochal
IAR
2355884
ANTHONY JACOB GARCIA
IAR
1471037
WINTER ANDREW TROXEL
IAR
4687698
DAVID JOHN TURNER
IAR
2233405
ALAN DAVID HOLMAN
IAR
3019671
ROBERT JOSEPH SAVINO
IAR
1300981
Robert Edward Powell
IAR
7785792
WILLIAM TOREY CARR
IAR
3242989
PAUL FRANCIS SPIZZUOCO
IAR
4000806
BRIANA MICHELLE ANDREONI
IAR
4517189
TIMOTHY DEANE HISCOCK
IAR
2443734
ROBERT BRIAN WOLFE
IAR
2268259
SIMEON GILMORE EAVES
IAR
1978930
Amanda Marie-Amstutz Reynolds
IAR
7546688
SABRINA ROSH
IAR
5487602
NICHOLAS Charles PAVIA
IAR
5044474