Apollo Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,000,000
Total clients
490
1% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
245
Average account size
$44,898
About
Apollo Wealth Management provides portfolio management and related advisory services principally for pooled and institutional accounts, and also offers financial planning and estate-document assistance through an online wills and trusts service. The firm delivers ongoing portfolio oversight, creates an Investment Policy Statement for each account, and may manage client portfolios on a discretionary basis.
The firm’s investment process draws on a mix of quantitative, fundamental, technical, and cyclical analysis and applies both long- and short‑term trading strategies alongside allocations to mutual funds, ETFs, fixed income, real‑estate funds, annuities and commodities. Apollo documents clients’ objectives and risk tolerances in an IPS, seeks fair allocation across accounts, and uses a combination of asset‑based and performance‑linked compensation arrangements for portfolio management while providing standalone financial planning engagements.
Noteworthy for this category, several of the firm’s advisory personnel are licensed insurance agents and may recommend and receive compensation for insurance products, a relationship the brochure discloses and explains how the firm manages as a potential conflict. The firm also uses less-common fee practices for an investment manager — including billed hourly planning services and fixed‑price estate document options — and combines those retail-oriented services with its institutional portfolio management offering.
Client services
Expertise
Fee options
Financial plans: $20 to $15,000; Wills: $179; Trusts: $449; Portfolio Management & Financial Planning combined: $20 to $20,000 per year
Up to 1.50% annually
$20 to $140 per hour
0.00% AUM plus 20.00% performance fee on capital appreciation with high water mark
Main office location
Apollo Wealth Management
5022 Canaan Center Rd
Wooster OH 44691, United States
Number of offices
1
Most active in
Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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