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Patrick George Tang

Apollon Wealth Management, LLC

Mount Pleasant, SC

Charleston, SC

CRD 7326178

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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
SC RA APPROVED 2026-07-20
  • SC RA
    APPROVED
    Since 2026-07-20

Branch Locations

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

Charleston, SC • 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
Western & Southern Life Daniel Island SC 11/2020 07/2026
W&S Brokerage Services Cincinnati OH 11/2020 07/2026
Teksystems Charleston SC 01/2020 10/2020
Dan Dougherty - State Farm Wilmington DE 04/2018 12/2019
Unemployed Wilmington DE 08/2017 04/2018
Great Escape Delaware Newark DE 06/2016 08/2017
Ohio Wesleyan University Delaware OH 08/2015 05/2017
Ohio Wesleyan University Delaware OH 07/2013 05/2017
Apollon Wealth Management, Llc Charleston SC 07/2026 Present
Advisor Insurance Solutions Denver CO 07/2026 Present
  • 11/2020 → 07/2026
    Western & Southern Life
    Daniel Island, SC
  • 11/2020 → 07/2026
    W&S Brokerage Services
    Cincinnati, OH
  • 01/2020 → 10/2020
    Teksystems
    Charleston, SC
  • 04/2018 → 12/2019
    Dan Dougherty - State Farm
    Wilmington, DE
  • 08/2017 → 04/2018
    Unemployed
    Wilmington, DE
  • 06/2016 → 08/2017
    Great Escape Delaware
    Newark, DE
  • 08/2015 → 05/2017
    Ohio Wesleyan University
    Delaware, OH
  • 07/2013 → 05/2017
    Ohio Wesleyan University
    Delaware, OH
  • 07/2026 → Present
    Charleston, SC
  • 07/2026 → Present
    Advisor Insurance Solutions
    Denver, CO
Previous Registrations
Other Businesses

FIXED INSURANCE SALES AT BRANCH LOCATION, INVESTMENT RELATED.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-10
S63 Uniform Securities Agent State Law Examination 2021-03-06
  • S65 Uniform Investment Adviser Law Examination
    2022-10-10
  • S63 Uniform Securities Agent State Law Examination
    2021-03-06
Other Names
  • Patrick Tang

View on SEC IAPD

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