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Employer firm

Apollon Wealth Management, LLC CRD 291902

$11.6B regulatory AUM 197 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Apollon Wealth Management, Llc

111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-04-01
  • MD RA
    APPROVED
    Since 2026-04-01

Branch Locations

111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States

Upper Marlboro, MD • United States

Motley Fool Wealth Management, Llc

2000 Duke Street Suite 300, Alexandria, VA 22314 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-11-14
MD RA APPROVED 2022-11-14
VA RA APPROVED 2022-11-14
  • CO RA
    APPROVED
    Since 2022-11-14
  • MD RA
    APPROVED
    Since 2022-11-14
  • VA RA
    APPROVED
    Since 2022-11-14

Branch Locations

2000 Duke Street Suite 300, Alexandria, VA 22314 • United States

Upper Marlboro, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Rochester - Connections Cafe Rochester NY 08/2015 05/2016
Teagan's Steak And Seafood Rensselaer NY 05/2016 08/2016
Childcare Polling 08/2016 06/2017
Population Association Of America Alexandria VA 06/2017 08/2017
Charles County Public Schools - Mattawoman Middle School Waldorf MD 08/2017 06/2018
Motley Fool Wealth Management Alexandria VA 06/2018 Present
Apollon Wealth Management, Llc Mount Pleasant SC 04/2026 Present
  • 08/2015 → 05/2016
    University Of Rochester - Connections Cafe
    Rochester, NY
  • 05/2016 → 08/2016
    Teagan's Steak And Seafood
    Rensselaer, NY
  • 08/2016 → 06/2017
    Childcare
    Polling
  • 06/2017 → 08/2017
    Population Association Of America
    Alexandria, VA
  • 08/2017 → 06/2018
    Charles County Public Schools - Mattawoman Middle School
    Waldorf, MD
  • 06/2018 → Present
    Motley Fool Wealth Management
    Alexandria, VA
  • 04/2026 → Present
    Mount Pleasant, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-26
  • S65 Uniform Investment Adviser Law Examination
    2022-02-26

View on SEC IAPD

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