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Sophia Kathryn Drager

Apollon Wealth Management, LLC

Mount Pleasant, SC

Peachtree Corners, GA

CRD 7695387

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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
GA RA APPROVED 2024-10-11
  • GA RA
    APPROVED
    Since 2024-10-11

Branch Locations

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

5550 Triangle Parkway Suite 101, Peachtree Corners, GA 30092 • 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
Zenfish Poke Bar Morrisville NC 06/2018 08/2019
Publix Supermarkets Cary And Atlanta, Ga GA 03/2020 12/2020
Elwood & Goetz Wealth Advisory Athens GA 10/2021 04/2022
Goldman Sachs Peachtree Corners GA 06/2022 08/2022
Goldman Sachs Peachtree Corners GA 01/2023 10/2023
Unemployed/Full-Time Education Cary NC 09/2001 05/2018
Full-Time Education Athens GA 08/2019 12/2022
Apollon Wealth Management Peachtree Corners GA 10/2023 Present
  • 06/2018 → 08/2019
    Zenfish Poke Bar
    Morrisville, NC
  • 03/2020 → 12/2020
    Publix Supermarkets
    Cary And Atlanta, Ga, GA
  • 10/2021 → 04/2022
    Elwood & Goetz Wealth Advisory
    Athens, GA
  • 06/2022 → 08/2022
    Goldman Sachs
    Peachtree Corners, GA
  • 01/2023 → 10/2023
    Goldman Sachs
    Peachtree Corners, GA
  • 09/2001 → 05/2018
    Unemployed/Full-Time Education
    Cary, NC
  • 08/2019 → 12/2022
    Full-Time Education
    Athens, GA
  • 10/2023 → Present
    Apollon Wealth Management
    Peachtree Corners, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-03
  • S65 Uniform Investment Adviser Law Examination
    2024-10-03

View on SEC IAPD

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