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Apollon Wealth Management, LLC CRD 291902
$11.6B regulatory AUM 197 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-05-13 |
Branch Locations
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Glenview, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Chicago | IL | 09/2014 | 06/2017 |
| Jpmorgan Chase Bank Na | Chicago | IL | 08/2014 | 06/2017 |
| Podesta & Co. | Chicago | IL | 07/2017 | 03/2020 |
| Podesta Capital Advisors, Llc | Glenview | IL | 12/2017 | Present |
| Apollon Wealth Management, Llc | Glenview | IL | 03/2020 | Present |
- Managing Partner at Podesta Captial Advisors (PCA), LLC, an Illinois registered Investment advisory firm located at 208 S. LaSalle St., Ste. 1460, Chicago, IL 60604. The hours devoted per week is 30 hours or more during trading hours. - Podesta Investors; Member; Approximately 5 hours/month; No hours during trading hours; Sale of a minority interest in Podesta Capital; Investment-related, Yes; Start Date 4/18/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-03 |
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