What Apollon Wealth Management does

Apollon Wealth Management is a fee-based, fiduciary Registered Investment Advisor founded in February 2018 in Charleston, South Carolina by Michael J. Dolberg (CEO) and Robert H. Gorman (CDO). The firm delivers wealth management services to affluent individuals, families, business owners, corporate executives, and high-net-worth households across 19 U.S. states through a network of 90+ advisors, anchored by its proprietary four-stage APEX Planning Process (Values & Goals; Balance Sheet and Cash Flow; Present and Recommend; Implement & Monitor). Core service pillars include Comprehensive Financial Planning, Investment Advisory Services, Business Services for owners (exit planning, succession, liquidity events), and Risk Management, with supplementary offerings in Direct Indexing, Alternative Investments, Alternative Real Estate, and Cash Management.

The platform is multi-custodial, integrating with Fidelity, Charles Schwab, Raymond James, and Pershing on the custody side, and with Orion (portfolio management/reporting), eMoney (financial planning), and AdvicePay (billing) on the technology side. A dedicated insurance line operates through Advisor Insurance Solutions (CEO Heather L. Kelly). Apollon has scaled from a seven-advisor founding team to 100+ professionals and combined AUM of approximately $15 billion (Apollon Wealth Management plus affiliate Apollon Financial). Recent M&A activity — C.J. Lawrence (2025-03), Sage Advisors (2026-01, $185M AUM), Motley Fool Wealth Management (2026-04, $1.5B AUM), and Senglaub Financial Group (2026-05, $650M AUM) — has driven geographic and capability expansion. Revenue is generated through recurring advisory fees on individually negotiated, subscription-style engagements, with specific fee schedules not publicly disclosed.

Name

Apollon Wealth Management

Legal name

Apollon Wealth Management

Website

https://apollonwealthmanagement.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Apollon Wealth Management is a fee-based, fiduciary Registered Investment Advisor founded in 2018 that provides comprehensive financial planning, investment advisory, business owner, and risk management services to affluent individuals, families, and business owners across 19 U.S. states via 90+ advisors and ~$15B in combined AUM.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Investment Management Advisory (RIA) (FSAEAAAB), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

Keywords

• Wealth management
• Financial planning
• Investment advisory
• Estate planning
• Retirement planning

Headquarters

HQ city

Mt Pleasant

HQ country

United States

HQ region

North America

Offices26 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Fee-based Advisory Services: Apollon operates as a fee-based Registered Investment Advisor (RIA) providing wealth management services to affluent individuals, families, and business owners. Revenue is generated through advisory fees for financial planning, investment advisory, and related services.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Apollon Wealth Management is a fee-based, SEC-registered investment adviser (RIA) that delivers comprehensive wealth management to affluent individuals, families, and business owners through a multi-custodial platform. Core offerings include comprehensive financial planning, investment advisory services, business-owner services (exit, succession, and liquidity planning), risk management, and specialized capabilities such as direct indexing, alternative investments, alternative real estate, and cash management, all organized around the proprietary APEX Planning Process.

Product overview

Apollon Wealth Management is a fee-based registered investment advisory (RIA) firm that offers a unified wealth management platform comprising four core service pillars: Comprehensive Financial Planning, Investment Advisory Services, Business Services, and Risk Management. The firm operates a platform-plus-modules architecture anchored by the proprietary APEX Planning Process—a four-stage methodology covering Values & Goals, Balance Sheet analysis, Present & Recommend, and Implement & Monitor. Additional specialized offerings include Direct Indexing, Alternative Investments (including Alternative Real Estate), and Cash Management services. The platform is multi-custodial, connecting with major custodians including Charles Schwab, Fidelity, Pershing, and Raymond James, while using Orion for portfolio management, eMoney for financial planning, and AdvicePay for billing. A dedicated insurance solution is delivered through Advisor Insurance Solutions. The firm has expanded through acquisitions including Motley Fool Wealth Management and Senglaub Financial Group.

Differentiator

Problem solved

Functional benefit

Brands

• Apollon Financial: Apollon Financial is a related registered investment advisor (RIA) that collectively manages client assets with Apollon Wealth Management.

Products and services

• Comprehensive Financial Planning Core planning service for clients of Apollon Wealth Management that serves as a compass to keep them on optimal financial paths, covering investment strategy, tax planning, estate planning, and retirement planning.
• Investment Advisory Services Supplementary investment advisory service that determines optimal asset allocations for clients (who already have an Apollon financial plan) under a fiduciary standard.
• Business Services for Business Owners Comprehensive business owner services including creation and preservation of business value, liquidity planning, tax efficiency, exit strategies, performance-based incentive plans, and business continuity/succession planning.
• Risk Management Services Risk management services that identify family, business, and estate risk needs as part of holistic financial plans, with introductions to partner services for individual protection needs.
• APEX Planning Process Apollon's proprietary four-stage financial planning methodology: Values & Goals assessment, Balance Sheet and Cash Flow analysis, Present and Recommend strategies, and Implement & Monitor execution.
• Direct Indexing Investment management approach in which clients directly own individual securities within their portfolios to enable tax-loss harvesting and customization beyond index funds.
• Alternative Investments Alternative investment offerings beyond traditional stocks and bonds, managed by a dedicated Alternative Investments team led by Jill Guess, CAIA.
• Alternative Real Estate Investments Non-traditional real estate investment opportunities included within Apollon's alternative-investments suite.
• Cash Management Services Cash flow and liquidity management services delivered within Apollon's comprehensive financial planning framework.
• Advisor Insurance Solutions Dedicated insurance solutions platform led by Heather L. Kelly, providing risk management and insurance products to clients through Apollon's advisor network.

Quantifiable outcome

• Recognized as one of fastest growing RIAs in the country since founding in 2018

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature2 records

Partnerships

Ten partnerships are on record, tiered supporting, major, flagship and core.

• Multiple Lending PartnerssupportingChannel Partner/ Reseller/ Distributor · 12 May 2026Access to leading lending partners for clients' borrowing needs. Advisors can compare across Apollon's platform of lending partners to make the best choice for their clients.
• Senglaub Financial GroupmajorStrategic or Co-development Partner · 8 May 2026Delafield, Wisconsin-based financial planning firm with $650 million in client assets and multi-generational legacy spanning over five decades, led by father-daughter duo. Nine-person team joins Apollon expanding footprint in the Midwest.
• Motley Fool Wealth ManagementflagshipStrategic or Co-development Partner · 7 April 2026Completed acquisition of Motley Fool Wealth Management, a registered investment advisory firm founded in 2014. The transaction brings Motley Fool's advisory team into Apollon's platform, adding expertise across investment management, tax strategy, estate planning, and risk management. Motley Fool clients migrate to Apollon's platform while existing team continues servicing accounts.
• FidelitycoreOthersMulti-custodial platform partner providing custodial services for client accounts. Clients can select Fidelity as their custodian of choice.
• Charles SchwabcoreOthersMulti-custodial platform partner providing custodial services. Clients can select Schwab as their custodian of choice for their investment accounts.
• Raymond JamescoreOthersMulti-custodial platform partner providing custodial services. Raymond James available as custodian option for client accounts.
• PershingcoreOthersMulti-custodial platform partner providing custodial services through Pershing's institutional platform.
• OrioncoreTechnology or IntegrationTechnology platform partner providing portfolio management and reporting capabilities for client accounts.
• eMoneycoreTechnology or IntegrationFinancial planning software platform providing comprehensive planning tools for client financial plans.
• AdvicePaycoreTechnology or IntegrationBilling and payment platform for fee-based advisory services enabling client payment processing.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Creative Planning: Largely scaled national RIA consolidator backed by General Atlantic and TPG; pursues the same multi-billion-dollar RIA roll-up strategy targeting founder-led wealth management firms. Directly comparable in business model, M&A cadence, and target market.
• Mariner Wealth Advisors: PE-backed national RIA roll-up (Lightyear Capital, Kelso) acquiring independent advisor firms across the US. Operates a multi-custodial, planning-led platform nearly identical to Apollon's positioning and pursues the same HNW/UHNW client segment.
• Mercer Advisors: PE-backed (Genstar Capital) national RIA roll-up focused on comprehensive financial planning and tax services. Competes directly for the same acquired advisor teams and HNW clients; similar partner-firm and custodian-agnostic platform.
• Carson Group: National RIA and coaching-driven platform for independent advisors; partner-firm model mirrors Apollon's recruiting motion. Competes for the same independent advisor talent and uses a multi-custodial architecture.
• Focus Financial Partners: Pioneering RIA partnership platform (acquired by Clayton, Dubilier & Rice). Operates as a federation of partner RIAs, the same model Apollon is scaling; directly comparable business model and end client.
• Sanctuary Wealth: RIA roll-up platform specifically named alongside Apollon in 2026 recruiting deal data. Targets independent advisor teams transitioning to an institutional platform - directly competitive for the same acquisition pipeline.

Broad incumbents

• LPL Financial: Largest US independent broker-dealer with a sizable RIA custody and affiliation business. Many of Apollon's target advisor firms are LPL affiliates today, making LPL a competitive alternative exit/affiliation destination.
• Cetera Financial Group: Independent broker-dealer and RIA custodian competing for the same advisor affiliations and roll-up pipeline. Broader product set than Apollon but directly comparable in advisor recruitment motion.
• Edward Jones: Traditional national wealth management firm with growing RIA capabilities and a large advisor base. Represents incumbent competition for clients and for advisors considering the Apollon platform.
• Goldman Sachs Personal Financial Management (United Capital): Goldman-owned RIA roll-up formed from United Capital; cited because Apollon's CCO Mike Herman ran integration there during the $1.2B-to-$25B build. Directly comparable business model and an eventual strategic acquirer archetype for scaled RIA platforms.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/apollon-wealth-management
• YouTubeyoutube.com/channel/UCz4FLHbm1ENQWOldi0rOTYA
• Xx.com/apollonwealth
• Facebookfacebook.com/apollonwealthmanagement

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A3 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Apollon Wealth Management