Apollo Wealth Management, Llc
- Regulatory AUM
- $39.3M
- Discretionary
- $2.2M
- Clients
- 10
- Avg AUM / client
- $3.9M
- Accounts
- 10
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 7 | $2.2M | 5.59% |
| Pension and profit sharing plans | 3 | $37.1M | 94.4% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Glaziers & Glassworkers Local 660 Individual Account Plan Glaziers & Glassworkers Local 660 Individual Account Plan | 2024 | |
| Communication Workers Of America, Afl Cio Local 1170 Retirement Plan Communication Workers Of America, Afl Cio Local 1170 | 2024 |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ochocinski, William | Owner/Chief Compliance Officer | Jun 2007 (19y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Glaziers & Glassworkers Local 660 Individual Account Plan | Glaziers & Glassworkers Local 660 Individual Account Plan | 391 | $30.0M | 01/01/2024 |
| Communication Workers Of America, Afl Cio Local 1170 Retirement Plan | Communication Workers Of America, Afl Cio Local 1170 | 0 | $0 | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗