APOLLO WEALTH MANAGEMENT, LTD.

APOLLO WEALTH MANAGEMENT, LTD. is an SEC-registered investment adviser (CRD 136803). Regulatory assets under management: $66.6M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 136803
• Type: Registered investment adviser
• Phone: 610-715-2881
• Latest filing: 2026-03-19
• Regulatory AUM: $66.6M
• Non-discretionary AUM: $66.6M
• Clients: 1
• Accounts: 90

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136803 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search