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AH
CFP
AH
CFP

Alan Holman

Apollon Wealth Management, LLC
28 Years of Experience
Denver, CO
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Alan Holman is a CFP-designated registered investment advisor at Apollon Wealth Management, LLC, based in Denver, CO, with 28 years of industry experience. Alan 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

950 Seventeenth Street, Denver, CO, 80202

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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.
Judgment / Lien
August 2018
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Alan operates under the DBA Alan Holman CFP and owns rental real estate since 2004, dedicating minimal time to it. He is also an independent representative with various insurance carriers for fixed products and owns ADH Wealth Management, a personal holding company, dedicating a few hours per week.

Employment History
Current Registrations
Apollon Wealth Management, LLC
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Cascade Financial Management, INC.
December 2011 - February 2021 · 9 yrs 2 mos
Cascade Financial Management, INC.Broker
December 2011 - December 2020 · 9 yrs
Adrian & Associates INC
October 2011 - October 2011 · 0 mos
Adrian & Associates INC
March 2010 - September 2011 · 1 yr 6 mos
Geneos Wealth Management, INC.Broker
January 2010 - October 2011 · 1 yr 9 mos
Geneos Wealth Management, INC.
January 2010 - October 2011 · 1 yr 9 mos
Cg Brokerage L.L.C.Broker
August 2006 - January 2010 · 3 yrs 5 mos
Clifton Gunderson Wealth Management
February 2005 - January 2010 · 4 yrs 11 mos
Cap Pro Brokerage Services, INC.Broker
February 2005 - October 2005 · 8 mos
Adrian & Associates INC
January 1999 - December 2005 · 6 yrs 11 mos
Royal Alliance Associates, INC.Broker
June 1998 - February 2005 · 6 yrs 8 mos
First Springfield Securities, INC.Broker
April 1998 - May 1998 · 1 mo
State Registrations1 state
CO
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.
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