Investment adviser · CRD 291902

APOLLON WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

MOUNT PLEASANT, SC, United States · Form ADV filed Sep 15, 2026

Regulatory AUM: $11.6B
Client accounts: 24,984
Employees: 199
Advisory professionals: 115

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	2,697	$9,240,123,939	79.9%
Individuals	5,613	$1,913,109,741	16.5%
Corporations & businesses	47	$275,794,646	2.4%
Retirement plans	22	$59,105,961	0.5%
Pooled investment vehicles	4	$53,163,969	0.5%
Charities	5	$21,225,099	0.2%
Insurance companies	Fewer than 5	$1,142,384	0.0%

Filing source

Form ADV 2132839 · Sep 15, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PRISM JADE FUND, LPHedge Fund · Last reported Sep 15, 2026$31.3MGross asset value

Form D fundraising filings

Prism Jade Fund, L.P.

Fund administrator NAV CONSULTING, INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor MENGEL METZGER BARR & CO. LLP ROCHESTER, New York, United States

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Prime broker BOFA SECURITIES, INC. NEW YORK, New York, United States

Prime broker CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

MENGEL METZGER BARR & CO. LLP
PCAOB 557

CHARLES SCHWAB & CO., INC.
SEC 8-16514

BOFA SECURITIES, INC.
CRD 283942 · SEC 8-69787

CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514

Fund details & source

Fund ID: 805-8435927445
Reported beneficial owners: 40
Minimum commitment: $100K
Form D file number: 021-381600

Form ADV 2132839 · Sep 15, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 15, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

111 COLEMAN BLVD, SUITE 402
MOUNT PLEASANT, SC, 29464, United States

CRD 291902

Filing source

Form ADV 2132839 · Sep 15, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.