Apollon Wealth Management, Llc
SEC-registered
Wealth Manager · Large ($10B–$100B)
CRD 291902
· SEC file 801-112350
· Mount Pleasant, SC
· bridgemark.apollonwealth.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $11.6B
- Discretionary
- $11.2B
- Clients
- 8,389
- Avg AUM / client
- $1.4M
- Accounts
- 24,984
- Employees
- 199
AUM over time
$0
$11.6B
Dec 2017
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Investments (13F portfolio — 1,402 positions, $6,153,286,426)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | COM | $242,906,455 | 1,392,812 | 3.95% | 2.1% |
| 2 | Apple Inc | COM | $231,051,271 | 910,403 | 3.75% | 2.0% |
| 3 | Ishares Tr | CORE S&P500 ETF | $218,855,224 | 335,046 | 3.56% | 1.89% |
| 4 | Microsoft Corp | COM | $147,579,082 | 398,679 | 2.4% | 1.28% |
| 5 | Amazon Com Inc | COM | $112,917,185 | 542,167 | 1.84% | 0.98% |
| 6 | Vanguard Index Fds | S&P 500 ETF SHS | $107,737,644 | 180,299 | 1.75% | 0.93% |
| 7 | Alphabet Inc | CAP STK CL A | $103,927,130 | 361,410 | 1.69% | 0.9% |
| 8 | American Centy Etf Tr | US LARGE CAP VLU | $102,324,820 | 1,269,381 | 1.66% | 0.88% |
| 9 | Vanguard Scottsdale Fds | VNG RUS1000GRW | $92,888,251 | 846,825 | 1.51% | 0.8% |
| 10 | Broadcom Inc | COM | $88,998,404 | 287,546 | 1.45% | 0.77% |
| 11 | Pgim Etf Tr | TOTAL RETURN BON | $71,737,681 | 1,728,202 | 1.17% | 0.62% |
| 12 | Jpmorgan Chase & Co | COM | $64,444,511 | 219,080 | 1.05% | 0.56% |
| 13 | Meta Platforms Inc | CL A | $61,575,720 | 107,625 | 1.0% | 0.53% |
| 14 | Eli Lilly & Co | COM | $60,881,165 | 66,192 | 0.99% | 0.53% |
| 15 | Dimensional Etf Trust | INTL CORE EQT MK | $60,583,026 | 1,555,006 | 0.98% | 0.52% |
| 16 | Alphabet Inc | CAP STK CL C | $56,902,958 | 198,365 | 0.92% | 0.49% |
| 17 | Vanguard Scottsdale Fds | INT-TERM CORP | $56,611,614 | 684,128 | 0.92% | 0.49% |
| 18 | Invesco Qqq Tr | UNIT SER 1 | $55,759,502 | 96,607 | 0.91% | 0.48% |
| 19 | Pimco Etf Tr | COMMODITY STRAT | $55,454,348 | 1,718,449 | 0.9% | 0.48% |
| 20 | Costco Wholesale Corporation | COM | $54,837,009 | 55,033 | 0.89% | 0.47% |
| 21 | Vanguard Scottsdale Fds | INTER TERM TREAS | $54,650,731 | 917,728 | 0.89% | 0.47% |
| 22 | Hartford Fds Exchange Traded | CORE BD ETF | $54,103,922 | 1,543,621 | 0.88% | 0.47% |
| 23 | Ishares Tr | MSCI INTL QUALTY | $52,431,828 | 1,134,152 | 0.85% | 0.45% |
| 24 | Ishares Tr | CORE S&P MCP ETF | $52,339,131 | 775,050 | 0.85% | 0.45% |
| 25 | Ishares Tr | MSCI USA QLT FCT | $51,144,013 | 266,639 | 0.83% | 0.44% |
Top 25 of 1,402 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5,613 | $1.9B | 16.5% |
| High net worth individuals | 2,697 | $9.2B | 79.9% |
| Pooled investment vehicles (non-investment companies) | 4 | $53.2M | 0.46% |
| Pension and profit sharing plans | 22 | $59.1M | 0.51% |
| Charitable organizations | 5 | $21.2M | 0.18% |
| Insurance companies | 1 | $1.1M | 0.01% |
| Corporations and other businesses | 47 | $276M | 2.39% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $49.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Prism Jade Fund, Lp | Hedge Fund | Delaware | $24.7M | 36 |
| Apollon Private Credit Fund feeder | Other Private Fund | Delaware | $17.0M | 56 |
| Apollon Private Credit Fund Ii feeder | Other Private Fund | Delaware | $7.6M | 29 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Augusta Orthopedic & Sports Medicine Specialists, P.C. 401(k) Profit Sharing Plan Augusta Orthopedic & Sports Medicine Specialists, P.C. | 2024 | |
| Terry Reilly Health Services Money Purchase Plan Community Health Clinics Inc. | 2024 | |
| The Voice Of The Martyrs, Inc. 403(b) Plan The Voice Of The Martyrs, Inc. | 2024 | |
| Global Clean Energy Holdings 401(k) Profit Sharing Plan Global Clean Energy Holdings, Inc. | 2024 | |
| Accion Labs Us 401(k) Plan Accion Labs Us, Inc. | 2024 | |
| Delta 401(k) Retirement Plan For Pilots Delta Air Lines, Inc. | 2024 | |
| Multi Image Group, Inc. 401(k) Plan Multi Image Group, Inc. | 2024 | |
| Sherman & Howard Retirement Plan (2) Sherman & Howard L.L.C. | 2024 | |
| Sherman & Howard Retirement Plan (1) Sherman & Howard L.L.C. | 2024 | |
| Southeast Utilities Of Georgia, Inc. 401(k) Plan Southeast Utilities Of Georgia, Inc. 401(k) Plan | 2021 |
People (141)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Jason Dolberg | Founding Partner And Chief Executive Officer | Chartered Financial Consultant | Feb 2018 (9y) | ≈ 28.13% – 75% via Prestige Worldwide, Llc |
| Robert Hy Gorman | Founding Partner And Chief Operating Officer | CFP Chartered Financial Consultant | Feb 2018 (9y) | ≈ 28.13% – 75% via Prestige Worldwide, Llc |
| Michael Anson Herman | Chief Compliance Officer | Dec 2021 (5y) | Less than 5% | |
| Kristen L Mc Keown | Registered representative | Chartered Financial Consultant | Feb 2018 (8y) | |
| Michael Edward Lewis | Registered representative | CFP | Feb 2018 (8y) | |
| Andrew Carroll Jaffee | Registered representative | CFP | Mar 2018 (8y) | |
| Anthony Raymond Case | Registered representative | CFP Chartered Financial Consultant | Mar 2018 (8y) | |
| Michael Paul Green | Registered representative | CFP Chartered Financial Consultant | Mar 2018 (8y) | |
| Simeon Gilmore Eaves | Registered representative | Chartered Financial Consultant | May 2018 (8y) | |
| David Samuel Palkovitz | Registered representative | CFP | Feb 2020 (6y) | |
| Robert Aloysius Foley | Registered representative | Mar 2020 (6y) | ||
| Christopher Michael Burke | Registered representative | May 2020 (6y) | ||
| Allen Huggins Johnson | Registered representative | Aug 2020 (6y) | ||
| Kim Marie Martin | Registered representative | Aug 2020 (6y) | ||
| Jared Toren | Registered representative | Nov 2020 (6y) | ||
| Jason G Young | Registered representative | Dec 2020 (6y) | ||
| Jennifer Fanee Thigpen | Registered representative | CFP | Feb 2021 (6y) | |
| Meredith Payne Holton | Registered representative | Feb 2021 (6y) | ||
| Richard H Chin | Registered representative | Feb 2021 (5y) | ||
| Cynthia Payne Ochal | Registered representative | CFP | Feb 2021 (5y) | |
| Daniel Aaron Scott | Registered representative | Feb 2021 (5y) | ||
| David John Turner | Registered representative | Feb 2021 (5y) | ||
| Andrew (Nmn) Kane | Registered representative | Feb 2021 (5y) | ||
| Josh Joseph Renda | Registered representative | CFP | Mar 2021 (5y) | |
| Anthony Jacob Garcia | Registered representative | Mar 2021 (5y) | ||
| Henry Silva | Registered representative | Aug 2021 (5y) | ||
| Richard Victor Simkus | Registered representative | Aug 2021 (5y) | ||
| Robert Joseph Savino | Registered representative | Chartered Financial Consultant | Aug 2021 (5y) | |
| David Craig Grossman | Registered representative | Aug 2021 (5y) | ||
| Briana Michelle Andreoni | Registered representative | Aug 2021 (5y) | ||
| Justin S Coffin | Registered representative | CFP | Aug 2021 (5y) | |
| Paul Francis Spizzuoco | Registered representative | CFP | Aug 2021 (5y) | |
| Timothy Deane Hiscock | Registered representative | Aug 2021 (5y) | ||
| William Torey Carr | Registered representative | Aug 2021 (5y) | ||
| Christopher Alan Cassel | Registered representative | Oct 2021 (5y) | ||
| Clinton G. Smith | Registered representative | CFP | Oct 2021 (5y) | |
| Robert Brian Wolfe | Registered representative | CFP | Dec 2021 (5y) | |
| Matthew Thomas Workman | Registered representative | Jan 2022 (5y) | ||
| Paul Anthony De Frances | Registered representative | Mar 2022 (4y) | ||
| Dana Greathouse | Registered representative | Apr 2022 (4y) | ||
| Adam Nicholas King | Registered representative | May 2022 (4y) | ||
| Darlynn Gaye Slosar | Registered representative | Jul 2022 (4y) | ||
| Kirk Gerard Aguer | Registered representative | Aug 2022 (4y) | ||
| Luke Dillon | Registered representative | Aug 2022 (4y) | ||
| Seth Adam Radow | Registered representative | Aug 2022 (4y) | ||
| Eric Nils Sterner | Registered representative | CFA | Nov 2022 (4y) | |
| James Edmunds Wilson | Registered representative | CFP | Nov 2022 (4y) | |
| Alexandra Gundrada Lundgren | Registered representative | Nov 2022 (4y) | ||
| Brian James Wiley | Registered representative | Nov 2022 (4y) | ||
| Jeremiah Franklin Bates | Registered representative | Nov 2022 (4y) | ||
| Nicholas Glen Daniels | Registered representative | Nov 2022 (4y) | ||
| Brian Timothy Pierce | Registered representative | May 2023 (3y) | ||
| Jack Matthew Cayce | Registered representative | May 2023 (3y) | ||
| Christopher David Pullaro | Registered representative | CFP | May 2023 (3y) | |
| David Allen Pierce | Registered representative | May 2023 (3y) | ||
| David Scott Mirolli | Registered representative | May 2023 (3y) | ||
| Aymen Kaboub | Registered representative | Sep 2023 (3y) | ||
| Jason Thomas Rosener | Registered representative | CFP | Sep 2023 (3y) | |
| Owen Hayes Malcolm | Registered representative | CFP | Sep 2023 (3y) | |
| Robert Yu | Registered representative | CFP | Sep 2023 (3y) | |
| Melissa Cummings Hallmark | Registered representative | CFP | Sep 2023 (3y) | |
| Kassi Ann Hyde | Registered representative | Chartered Financial Consultant | Sep 2023 (3y) | |
| John Wesley Davis | Registered representative | Oct 2023 (3y) | ||
| Amanda Marie Amstutz Reynolds | Registered representative | Oct 2023 (3y) | ||
| Jefferey Francis Keith Wood | Registered representative | Oct 2023 (3y) | ||
| Brianna Winburn | Registered representative | Oct 2023 (3y) | ||
| Van L Hobbs | Registered representative | Oct 2023 (3y) | ||
| Michael Patrick Floyd | Registered representative | Oct 2023 (3y) | ||
| Perrin Daniel Berry | Registered representative | Oct 2023 (3y) | ||
| Daniel Paul Mccarthy | Registered representative | Feb 2024 (2y) | ||
| Daniel Albert Marnik | Registered representative | Mar 2024 (2y) | ||
| James Robert Almquist | Registered representative | CFP | Mar 2024 (2y) | |
| Dax Carlyle Allred | Registered representative | Apr 2024 (2y) | ||
| Nahal Sabbagh Kermani | Registered representative | May 2024 (2y) | ||
| Robert David Haggard | Registered representative | CFP CFA | Sep 2024 (2y) | |
| Austin Lewis Pearl | Registered representative | Oct 2024 (2y) | ||
| Brian M Davis | Registered representative | Oct 2024 (2y) | ||
| Daniel James Pessagno | Registered representative | Oct 2024 (2y) | ||
| Frank Chris Cappadora | Registered representative | Oct 2024 (2y) | ||
| Michael Brett Fein | Registered representative | Oct 2024 (2y) | ||
| Richard Stuart Sebastian | Registered representative | CFP | Oct 2024 (2y) | |
| Ryan Bruce Wibberley | Registered representative | Oct 2024 (2y) | ||
| Dawn Priscilla Wright | Registered representative | CFP | Oct 2024 (2y) | |
| Sophia Kathryn Drager | Registered representative | Oct 2024 (2y) | ||
| Connor Nicholas Stanley | Registered representative | Nov 2024 (2y) | ||
| Kevin James Caputo | Registered representative | CFP | Nov 2024 (2y) | |
| Michael Ildo Chung | Registered representative | CFP | Nov 2024 (2y) | |
| Alec Jovani Kelso Capili | Registered representative | Nov 2024 (2y) | ||
| Gavin Geiger Dooley | Registered representative | Nov 2024 (2y) | ||
| Nicholas Charles Pavia | Registered representative | Nov 2024 (2y) | ||
| Winter Andrew Troxel | Registered representative | Dec 2024 (2y) | ||
| Rebeka Lynn King | Registered representative | Dec 2024 (2y) | ||
| Alan David Holman | Registered representative | CFP | Jan 2025 (2y) | |
| Jill Ann Guess | Registered representative | Jan 2025 (2y) | ||
| Bradley K Humphries | Registered representative | CFP Chartered Financial Consultant | Jan 2025 (2y) | |
| David Joseph Mandell | Registered representative | Mar 2025 (1y) | ||
| Brandon Baker | Registered representative | Apr 2025 (1y) | ||
| James Andrew Torykian | Registered representative | May 2025 (1y) | ||
| Brayden John Campbell | Registered representative | CFP | Jun 2025 (1y) | |
| James Justin Palys | Registered representative | CFP | Jun 2025 (1y) | |
| Joseph Andrew Chornyak | Registered representative | CFP | Jun 2025 (1y) | |
| Joseph Andrew Chornyak | Registered representative | CFP | Jun 2025 (1y) | |
| Robert Allan Mauk | Registered representative | CFP | Jun 2025 (1y) | |
| Susan M Bickel | Registered representative | Jun 2025 (1y) | ||
| Austin Robert Mauk | Registered representative | CFP | Jul 2025 (1y) | |
| James W. Hill | Registered representative | CFP | Jul 2025 (1y) | |
| Kyle Jensen | Registered representative | CFP | Aug 2025 (1y) | |
| William Yex | Registered representative | CFP | Sep 2025 (1y) | |
| Eric Michael Talbott | Registered representative | Oct 2025 (1y) | ||
| Gavin Ross Pucciarello | Registered representative | Nov 2025 (1y) | ||
| Bryce Howard Lanham | Registered representative | Nov 2025 (1y) | ||
| Michael George Battaglia | Registered representative | Dec 2025 (1y) | ||
| John Surenkamp | Registered representative | Jan 2026 (1y) | ||
| Andrew Phillip Birge | Registered representative | Jan 2026 (1y) | ||
| Garrett Daniel Baker | Registered representative | Jan 2026 (1y) | ||
| Raymond Michael Surenkamp | Registered representative | CFP | Jan 2026 (1y) | |
| Lauren Elizabeth Mink | Registered representative | Jan 2026 (1y) | ||
| Jordan Kanter | Registered representative | Jan 2026 (1y) | ||
| Joshua Mauk | Registered representative | Jan 2026 (1y) | ||
| Bradley Jason Goodman | Registered representative | Feb 2026 (0y) | ||
| Marina Carlisle Mirolli | Registered representative | Feb 2026 (0y) | ||
| Robert Edward Powell | Registered representative | Mar 2026 (0y) | ||
| Brandie Danielle Blackwell | Registered representative | Apr 2026 (0y) | ||
| Emily E Downie | Registered representative | Apr 2026 (0y) | ||
| Isaac White | Registered representative | CFP | Apr 2026 (0y) | |
| Karisha Elizabeth Reel | Registered representative | Apr 2026 (0y) | ||
| Lyndsi Grace Stender | Registered representative | CFP | Apr 2026 (0y) | |
| Megan Leslie Brinsfield | Registered representative | CFP | Apr 2026 (0y) | |
| Sabrina Rosh | Registered representative | CFP | Apr 2026 (0y) | |
| Sean Fredrick Gates | Registered representative | CFP | Apr 2026 (0y) | |
| Lynne Carlson Holcomb | Registered representative | CFA | Apr 2026 (0y) | |
| Christine Marie Senglaub | Registered representative | Apr 2026 (0y) | ||
| Craig Donald Rusch | Registered representative | Apr 2026 (0y) | ||
| Jeffrey William Senglaub | Registered representative | Apr 2026 (0y) | ||
| James Mc Court | Registered representative | CFP | Apr 2026 (0y) | |
| Brett Nowatske | Registered representative | CFP | Apr 2026 (0y) | |
| Eric Daniel Gauthier | Registered representative | Apr 2026 (0y) | ||
| Drake Ogle | Registered representative | Jun 2026 (0y) | ||
| Edward Terrence Gardner | Registered representative | Jun 2026 (0y) | ||
| Lydia Martha Kocab | Registered representative | Jun 2026 (0y) | ||
| Matthew J Baltuch | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Apollon Holdings, Llc | Managing Member | Dec 2017 | A | 75% or more |
| Prestige Worldwide, Llc | Member/Owner | Feb 2018 | B | ≈ 56.25% – 100% via Apollon Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Michael Jason Dolberg: 50% – 75% of Prestige Worldwide, Llc × 75% – 100% of Apollon Holdings, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Robert Hy Gorman: 50% – 75% of Prestige Worldwide, Llc × 75% – 100% of Apollon Holdings, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Prestige Worldwide, Llc: 75% – 100% of Apollon Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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.
Private funds (3, $49.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Prism Jade Fund, Lp | Hedge Fund | $24.7M | $100K | 36 |
| Apollon Private Credit Fund | Other Private Fund | $17.0M | $100K | 56 |
| Apollon Private Credit Fund Ii | Other Private Fund | $7.6M | $250K | 29 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (10)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Augusta Orthopedic & Sports Medicine Specialists, P.C. 401(k) Profit Sharing Plan | Augusta Orthopedic & Sports Medicine Specialists, P.C. | 113 | $16.5M | 07/01/2024 |
| Terry Reilly Health Services Money Purchase Plan | Community Health Clinics Inc. | 400 | $17.2M | 04/01/2024 |
| The Voice Of The Martyrs, Inc. 403(b) Plan | The Voice Of The Martyrs, Inc. | 187 | $11.3M | 01/01/2024 |
| Global Clean Energy Holdings 401(k) Profit Sharing Plan | Global Clean Energy Holdings, Inc. | 125 | $8.7M | 01/01/2024 |
| Accion Labs Us 401(k) Plan | Accion Labs Us, Inc. | 107 | $4.7M | 01/01/2024 |
| Delta 401(k) Retirement Plan For Pilots | Delta Air Lines, Inc. | 14,981 | $15.9B | 01/01/2024 |
| Multi Image Group, Inc. 401(k) Plan | Multi Image Group, Inc. | 142 | $14.8M | 01/01/2024 |
| Sherman & Howard Retirement Plan (2) | Sherman & Howard L.L.C. | 113 | $69.7M | 01/01/2024 |
| Sherman & Howard Retirement Plan (1) | Sherman & Howard L.L.C. | 118 | $58.4M | 01/01/2024 |
| Southeast Utilities Of Georgia, Inc. 401(k) Plan | Southeast Utilities Of Georgia, Inc. 401(k) Plan | 138 | $2.2M | 01/01/2021 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.49 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $5.1B (44% of AUM) Mar 2026
- Fidelity Brokerage Services $2.5B (22% of AUM) Mar 2026
- Folio Investments, Inc. $1.7B (15% of AUM) Mar 2026
- Raymond James $1.1B (10% of AUM) Mar 2026
- Pershing $575M (7% of AUM) Jan 2026
- Transamerica Capital, Inc. $28.5M (12% of AUM) Dec 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
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) ↗