TrueAdvisor
TrueAdvisor
RW
CFP
RW
CFP

Robert Wolfe

Apollon Wealth Management, LLC
26 Years of Experience
Charleston, SC
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Robert Wolfe is a CFP-designated registered investment advisor at Apollon Wealth Management, LLC, based in Charleston, SC, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 8,389 clients with $12B in assets under management.

Apollon Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
145 advisors
Number of Clients
8,389 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$11.6B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Advisory fees are negotiable and range up to 2.00% annually based on the size and complexity of the relationship, services rendered, and time commitment. Accounts using Direct Indexing or CJ Lawrence strategies are subject to additional percentage fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2 Wharfside St Unit 2-0, Charleston, SC, 29401

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
September 2021
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert is an insurance agent since 2021, dedicating about 10-20% of his time to insurance sales and servicing policies. He is also a referral real estate agent since 2023, spending a few hours per week on this activity. Additionally, Robert manages two holding companies for his securities business.

Employment History
Current Registrations
Apollon Wealth Management, LLC
December 2021 - Present · 4 yrs 10 mos
Previous Registrations
Goldman Sachs & CO. LLCBroker
July 2020 - October 2021 · 1 yr 3 mos
Mercer Allied Company, L.P.Broker
July 2020 - October 2021 · 1 yr 3 mos
Cetera Advisor Networks LLCBroker
November 2017 - June 2020 · 2 yrs 7 mos
Goldman Sachs Personal Financial Management
September 2009 - October 2021 · 12 yrs 1 mo
Girard Securities, INC.Broker
July 2009 - November 2017 · 8 yrs 4 mos
Capital Planning Group, LLCBroker
September 2006 - September 2009 · 3 yrs
Capital Planning Group
March 2001 - November 2009 · 8 yrs 8 mos
MML Investors Services, INC.Broker
February 2001 - July 2009 · 8 yrs 5 mos
Edward D. Jones & CO., L.P.Broker
July 1993 - May 1994 · 10 mos
Advest, INC.Broker
March 1993 - July 1993 · 4 mos
State Registrations1 state
SC
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Charleston, SC →All financial advisors in South Carolina →