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David Pierce

Apollon Wealth Management, LLC
23 Years of Experience
Atlanta, GA
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

David Pierce is a registered investment advisor at Apollon Wealth Management, LLC, based in Atlanta, GA, with 23 years of industry experience. David 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

3344 Peachtree Road NE, Suite 2600, Atlanta, GA, 30326

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History

Regulatory History (2)
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.
Customer Dispute
December 2020
Settled
Customer Dispute
March 2020
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

David is a managing partner at Apollon Wealth Management, a registered investment advisor, dedicating full-time hours to this role. He also works as a broker agent for multiple insurance companies, selling fixed insurance products such as life, disability, long-term care, and annuities, spending a few hours per week on these activities.

Employment History
Current Registrations
Apollon Wealth Management, LLC
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Catalyst Wealth Management
May 2018 - December 2023 · 5 yrs 7 mos
Kalos Management
December 2015 - July 2018 · 2 yrs 7 mos
Kalos Capital, INC.Broker
November 2015 - October 2022 · 6 yrs 11 mos
Triad Advisors, INC.
August 2011 - December 2015 · 4 yrs 4 mos
Triad Advisors, INC.Broker
August 2011 - November 2015 · 4 yrs 3 mos
MML Investors Services, LLC
October 2009 - August 2011 · 1 yr 10 mos
MML Investors Services, LLCBroker
October 2009 - August 2011 · 1 yr 10 mos
Oneamerica Securities, INC.
December 2004 - October 2009 · 4 yrs 10 mos
Oneamerica Securities, INC.Broker
November 2002 - October 2009 · 6 yrs 11 mos
State Registrations1 state
GA
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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