Alaris

get started

Apollon Wealth Management

Charleston, South Carolina

Website:

https://apollonwealthmanagement.com/

291902

Go to new profile

Charleston, South Carolina

Website:

https://apollonwealthmanagement.com/

Leadership Interview

Company Details

Approximate AUM

$5,519,650,000

Fee model

Hybrid Flexible

Number of employees

100

Custodians

Fidelity

Schwab

Raymond James

Pershing

Description

Apollon Wealth Management began with a vision founded on the principle of always doing what is best for clients. For Apollon, that means crafting purpose-built personalized wealth management solutions tailored to each client’s unique situation and managed with the highest levels of financial acumen, integrity, transparency and access to the team. Apollon opened its doors in Charleston, South Carolina in February 2018. Founding partners, Michael J. Dolberg and Robert H. Gorman began with a team of seven advisors and a few staff. Now, just six years later and through all the turbulence of 2020, Apollon has grown to a team of over 100 professionals including 70+ advisors.

Locations

91 Camden St Ste 310 Rockland ME 4841

950 17th St Denver CO 80202

835 Coleman Blvd Ste 102 Mount Pleasant SC 29464

6312 S Fiddlers Green Cir Ste 300e Englewood CO 80111

600 Congress Ave Ste 1400 Austin TX 78701

5550 Triangle Pkwy Ste 101 Peachtree Corners GA 30092

4411 E State Hwy D Ste B Springfield MO 65809

4016 Henderson Blvd Ste H Tampa FL 33629

4 Caufield Pl Ste 102 Newtown PA 18940

4 Caufield Pl Newtown PA 18940

3525 Piedmont Rd NE Ste 420 Atlanta GA 30305

2521 W Harrison St Chicago IL 60612

2 Wharfside St Charleston SC 29401

25 Braintree Hill Park Ste 411 Braintree MA 2184

208 S La Salle St Ste 1460 Chicago IL 60604

2431 Devine St Columbia SC 29205

25 Braintree Hill Office Park Ste 411 Braintree MA 2184

2 Wharfside St Unit 2-0 Charleston SC 29401

1673 W Shoreline Dr Ste 140 Boise ID 83702

1990 Main St Ste 750 Sarasota FL 34236

18124 Wedge Pkwy Ste 1073 Reno NV 89511

19505 Biscayne Blvd Ste 2350 Miami FL 33180

1691 Michigan Ave Ste 310 Miami Beach FL 33139

1531 S Grove Ave Ste 206 Barrington IL 60010

1320 Main St Ste 200 Columbia SC 29201

100 N Main St Ste 2400 Winston Salem NC 27101

100 Commercial St Ste 417 Portland ME 4101

Services Offered

Financial Planning

Portfolio Management

Estate Planning

Insurance

Retirement / Income Planning

Executive Compensation Planning

Exit Planning / Investment Banking Services

Recent News

South Carolina wealth management firm enters D.C. market with acquisition

Apollon Holdings, a leading financial services company, is excited to announce the addition of new advisory teams to Apollon Wealth Management and Apollon Financial. This furthers its commitment to personalized financial solutions and nationwide advisor support.

Having Fun Again: How a Former Northwestern Mutual Advisor Designed a $7.5B Firm Around Cultural and Philosophical Alignment

With Michael Dolberg – Founding Partner and CEO, Apollon Wealth Management

The Diamond Podcast for Financial Advisors: How Apollon's Michael Dolberg Designed His $7.5B Firm

Mike Dolberg describes how he and the team at Apollon recognized the value of culture, partnership, and the freedom to serve clients—and how that realization ultimately drove their growth from $120 million in assets to $7.5 billion.

Charleston wealth management firm merges with Atlanta firm

Charleston-based Apollon Wealth Management and Catalyst Wealth Management, based in Atlanta, have entered into a partnership.

Merchant-Backed Apollon Adds $900M CIC Wealth

The deal expands Apollon's presence in Washington, D.C., while giving CIC a more attractive platform for potential recruits.

South Carolina-Based Wealth Management Group Strengthens National Presence in 2023 Expansion

Apollon Holdings, the parent company of Apollon Wealth Management, LLC and Apollon Financial, LLC (combined noted as “Apollon"), has nearly doubled its assets under management to over $6 billion over the course of 2023, standing apart in a growth arena dominated by high interest rates and aggressive, serial acquirers. Apollon’s offering of independence, strategic support for advisors, and its stand-out client experience, resonated in the marketplace, leading to a year of high-caliber talent acquisition and key expansion in three states.

Apollon seals deal for DeHollander Financial Group

Apollon Financial, a fee-based provider of advisory services affiliated with Apollon Wealth Management, has just expanded its reach in the Southeast with its latest acquisition. On Wednesday, the firm announced that it has acquired the DeHollander Financial Group, marking the latest step in a strategy to expand its network of wealth management firms across the US.

See less

Match confidence

N/a

video Overview

Getting started

00:53

Welcome to the Buyer At a glance page!

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Advisor Value Proposition

Business Enhancements

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Curabitur pretium tincidunt lacus. Nulla gravida orci a odio. Nullam varius, turpis et commodo pharetra, est eros bibendum elit, nec luctus magna felis sollicitudin mauris.

Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

[Service]

Match confidence

N/a

video Overview

Getting started

00:53

Welcome to the Buyer At a glance page!

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

AUM Growth

Styled Chart.js Example

Data Currently Unavailable

Technology

Overview

Match confidence

N/a

video Overview

Getting started

00:53

Welcome to the Buyer At a glance page!

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

Match confidence

N/a

video Overview

Getting started

00:53

Welcome to the Buyer At a glance page!

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Data Room

Investment Management

filename.docx

Investment Management

filename.docx

Investment Management

filename.docx

Investment Management

filename.docx

Investment Management

filename.docx

Investment Management

filename.docx

Investment Management

filename.docx

Investment Management

filename.docx

Investment Management

filename.docx

Match confidence

N/a

video Overview

Getting started

00:53

Welcome to the Buyer At a glance page!

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Show your interest

Ready to show your interest to the buyer?

No items found.

Retirement / Income Planning

Executive Compensation Planning

Exit Planning / Investment Banking Services

Apollon Wealth Management

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Apollon Wealth Management's Ideal Partner

Company Videos

Ready to show your interest to the buyer?

Apollon Wealth Management

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Apollon Wealth Management's Ideal Partner

Company Videos

Ready to show your interest to the buyer?

Want to know your match confidence with this buyer?

To continue exploration, please login or create an account first!