Apollon Wealth Management

  • Financial Services
  • Mount Pleasant SC
  • 101 employees
  • Financial Services
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Company Overview

Headquarters
111 Coleman Blvd Suite 402, Mount Pleasant SC
Website
apollonwealthmanagement.com
Phone
(843) 579-0018
Employees
101
Founded in
2018
Industry
Financial Services
NAICS Code
NAICS Code 561110 Companies
NAICS Code 56111 Companies
NAICS Code 5611 Companies
NAICS Code 561 Companies
NAICS Code 56 Companies
SIC Code
SIC Code 87 Companies
SIC Code 874 Companies
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Financials & Stats

Revenue

$6B

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Who is Apollon Wealth Management

Apollon Wealth Management is a fee-based financial firm located in Mount Pleasant, South Carolina. Employing 101 individuals, the company generated $6.3 million in revenue. Apollon Wealth Management prioritizes client interests by offering unbiased financial advice, independent of any specific investment, product, or insurance company. Their comprehensive approach provides clients access to the expertise of the entire firm, including partners, advisors, and support staff. A core tenet of Apollon Wealth Management is collaboration, fostering enduring client relationships spanning generations. This collaborative spirit extends to recruiting and developing future financial leaders. For inquiries, visit apollonwealthmanagement.com.

Company Leadership

Herly Tejada

Director of Client Relations

Phone Email
Clinton Smith

Partner - Apollon Wealth Central PA

Phone Email
Bri Andreoni

Director of Client Services

Phone Email
Shawncee Sapp

Director of Client Services

Phone Email

Apollon Wealth Management Industry Tags

Risk Management Planning
Retirement Income Planning
Education Planning
Investment Planning
Tax Strategy Review
Estate Planning
Budget Stress Testing
Business Planning
Finance
Insurance
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Apollon Wealth Management Tech Stack

JavaScript
HTML
PHP
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FAQ

What is the location of Apollon Wealth Management's headquarters?
The headquarters of Apollon Wealth Management are situated at 111 Coleman Blvd Suite 402, Mount Pleasant SC
What is Apollon Wealth Management's phone number?
Apollon Wealth Management's contact number is (843) 579-0018.
What is Apollon Wealth Management's official website?
The official website of Apollon Wealth Management can be found at apollonwealthmanagement.com.
What is Apollon Wealth Management's current revenue?
As of May 2024, Apollon Wealth Management's annual revenue reached $6B.
How many employees does Apollon Wealth Management currently have?
Apollon Wealth Management employs approximately 101+ people as of May 2024
Which industries is Apollon Wealth Management primarily operating in?
Apollon Wealth Management operates in the following industries: Finance, Credit
Who is the Director of Client Relations of Apollon Wealth Management?
Apollon Wealth Management's Director of Client Relations is Herly Tejada
What are Apollon Wealth Management's industry tags?
Apollon Wealth Management's industry tags include: Risk Management Planning, Retirement Income Planning, Education Planning
When was Apollon Wealth Management founded?
Apollon Wealth Management was founded in 2018.

Employee Directory

Key Employees

Michael Dolberg

Founding Partner & CEO

Phone Email

Adam Bonner

Trading and Program Manager

Phone Email

Gil Eaves

Wealth Management Advisor

Phone Email

Jason Rosener

Managing Director

Phone Email

Raven Ostlind

Client Services Manager

Phone Email

Freya Cooper

HR and Marketing Associate

Phone Email