A

Apollon Wealth Management

Institutional-grade wealth management for private clients

Overview

Cascade Apollon Wealth Management helps individuals and families manage and grow wealth through integrated, customized financial advice. The firm combines institutional access and thinking with private client service to offer comprehensive planning, investment management, and coordination with other wealth professionals. Its process centers on creating a tailored financial roadmap that aligns goals, objectives, and concerns, and it can work alongside a client’s existing advisers to implement a cohesive strategy. The approach is to simplify decisions in a complex financial world by offering stewardship, guidance, and discipline to navigate market opinions and distractions. Cascade Apollon differentiates itself by bridging the gap between institutional and retail investing, aiming for preferential results that are hard to obtain elsewhere. The goal is to help clients plan wisely, invest confidently, and enjoy life by delivering clear, realistic, and tangible financial outcomes.

Work here?Claim your company

About Apollon Wealth Management

Simplify's Rating
Why Apollon Wealth Management is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

ConsultingFinancial Services

Company Size

11-50

Company Stage

N/A

Total Funding

N/A

Headquarters

Denver, Colorado

Founded

1994

Get referred to Apollon Wealth Management

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • Apollon completed Motley Fool Wealth in April 2026, adding roughly $1.5 billion assets.
  • Senglaub Financial Group joined in May 2026, adding about $650 million client assets.
  • Firm scale reached about $11.6 billion RIA AUM by July 2026, strengthening recruiting power.

What critics are saying

  • United Capital's Delaware lawsuit alleges client poaching and trade secret misappropriation; trial pressure persists in 2026.
  • Motley Fool Wealth migration in 2026 risks account-transfer friction and advisor churn.
  • Heavy acquisition dependence creates integration failure risk that can erode service quality and margins.

What makes Apollon Wealth Management unique

  • Open-architecture platform with 100+ proprietary strategies and centralized investment committee.
  • C.J. Lawrence brought New York reach and 160 years of institutional investing heritage.
  • Apollon combines advisor independence with centralized compliance, operations, and integration support.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Remote Work Options

Hybrid Work Options

Flexible Work Hours

Professional Development Budget

Growth & Insights and Company News

Headcount

6 month growth

-6%

1 year growth

-6%

2 year growth

-6%
Wealth Management
May 8th, 2026
Deals & Moves: Apollon Adds $650M RIA; Merit Snags $470M Firm

Also, Wealth Enhancement books two, Ameriprise lures Commonwealth team overseeing $140M, and &Partners snags advisors from Wells Fargo and Edward Jones.

GlobeNewswire
Dec 5th, 2025
Motley Fool Wealth Management to Join Apollon Wealth Management

Acquisition to expand financial planning offerings to Fool Wealth clients...

Business Wire
Mar 5th, 2025
Apollon Wealth Management Expands to New York with Acquisition of C.J. Lawrence®, Adding 160 Years of Investment Expertise

Apollon Wealth Management (“Apollon”), a leading Charleston-based financial advisory firm under Apollon Holdings, has expanded into New York City with

Defense World
May 15th, 2024
Apollon Wealth Management LLC Invests $236,000 in Celanese Co. (NYSE:CE)

Apollon Wealth Management LLC bought a new position in Celanese Co. (NYSE:CE – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 1,516 shares of the basic materials company’s stock, valued at approximately $236,000. Other institutional investors have also recently […]

Recently Posted Jobs

Sign up to get curated job recommendations

Apollon Wealth Management is Hiring for 2 Jobs on Simplify!

Find jobs on Simplify and start your career today

Don't see your dream role? Check out thousands of other roles on Simplify. Browse all jobs