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David Mirolli

Advisor at Apollon Wealth Management, LLC

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Apollon Wealth Management, LLC logo

Firm

Apollon Wealth Management, LLC

Location

Atlanta, GA 30326

Credentials

Series 66

Industry experience

20 years

About

David Mirolli is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently a Managing Director and Wealth Advisor at Apollon Wealth Management, LLC, joining the firm in 2023. Prior to this, he held roles at Kalos Management, LLC, Kalos Capital, Inc., and Catalyst Wealth Management, LLC. Outside of his advisory work, Mirolli is a pilot for Delta Air Lines and is the president and founder of South East Private Client Group LLC, which provides pension-related services. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, estates, businesses, charitable organizations, and pooled investment vehicles. The firm offers comprehensive advisory services and employs a structured investment process combining centrally managed strategies with local portfolio oversight, integrating both fundamental and tactical approaches alongside tax-aware tools.

Client services

Based on Apollon Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Apollon Wealth Management, LLC

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning

Occupation focus

Based on Apollon Wealth Management, LLC

Founder/Business Owner Executive

Fee options

Fixed

Financial planning fees typically start at $5,000 and can exceed $50,000, charged as one-time fixed fee or annual fixed fee.

Commissions

Certain IARs may receive commissions for insurance product sales; also registered representatives receive commissions and 12b-1 fees separately from advisory fees.

Other

Account minimum: $250,000 (may be waived or reduced at Advisor’s sole discretion)

Location

3344 Peachtree Road Ne, Suite 2600

Atlanta, GA 30326

Most active in

Georgia

Work history

Apollon Wealth Management

2023 - Present (3 years)

Kalos Management, Llc

2015 - 2018 (3 years)

Kalos Capital, Inc.

2015 - 2022 (7 years)

Catalyst Wealth Management, Llc

2015 - 2023 (8 years)

Delta Air Lines

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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