Advisor at Apollon Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Apollon Wealth Management, LLC
Location
Redondo Beach, CA
Credentials
Series 66
Industry experience
12 years
Luke Dillon is a financial advisor at Apollon Wealth Management, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James and Associates before joining Apollon Wealth Management in 2022. Dillon also maintains a registered representative role at Purshe Kaplan Sterling Investments, Inc., and is involved in insurance sales. Apollon Wealth Management serves a diverse client base including individuals, families, businesses, and charitable organizations, offering comprehensive advisory services such as portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach integrates centrally managed strategies with local portfolio oversight, utilizing both fundamental and tactical methods alongside tax-aware tools and independent sub-managers.
Based on Apollon Wealth Management, LLC
Based on Apollon Wealth Management, LLC
Financial planning fees typically start at $5,000 and can exceed $50,000, charged as one-time fixed fee or annual fixed fee.
Certain IARs may receive commissions for insurance product sales; also registered representatives receive commissions and 12b-1 fees separately from advisory fees.
Account minimum: $250,000 (may be waived or reduced at Advisor’s sole discretion)
Redondo Beach, CA
California
Apollon Wealth Management, LLC
2022 - Present (4 years)
PURSHE KAPLAN STERLING INVESTMENTS, Inc.
2022 - Present (4 years)
Raymond James and Associates
2015 - 2022 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Otium Advisory Group, LLC
I’m John C. Pak, a Certified Financial Planner™ and founder of Otium Advisory Group. My mission is to help time-starved professionals—those who barely have time for lunch—cut through the noise and finally feel confident about their financial future. With a clear, no-fluff approach to retirement readiness, I create simple, effective strategies designed to fit real life—not a textbook. I believe financial planning shouldn’t feel like a second job, so I focus on what matters most, eliminating the jargon and complexity that gets in the way. Aside from my life-long devotion to personal finance, my other passion point is teaching. I've been presenting retirement literacy courses at select Southern California Universities since 2014. I believe… - If you are open to the idea of prioritizing, organizing, and purging, you will save time and money. - If you change the way you see things, you will change the way you do things. - If you find someone to go along with you on your financial journey, you will have more success. Take advantage of the complimentary consultation. I look forward to sharing my vision of how we can get you to the finish line.
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