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David Mirolli

Apollon Wealth Management, LLC
20 Years of Experience
Atlanta, GA
5 DisclosuresSells Insurance
View SEC Summary
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David Mirolli is a registered investment advisor at Apollon Wealth Management, LLC, based in Atlanta, GA, with 20 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 (5)
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
September 2023
Denied
Customer Dispute
December 2021
Settled
Customer Dispute
October 2020
Settled
Customer Dispute
August 2020
Settled
Customer Dispute
February 2020
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

David is the President-Founder of South East Private Client Group LLC, providing pension-related services, and a pilot for Delta Airlines. He also serves as Managing Director/Wealth Advisor at Apollon Wealth Management, an SEC-registered investment advisor, and is involved with Chestatee Landing Leasing LLC, Mirolli Family Investments LLLP, and Mirolli Family Management LLC.

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.
January 2012 - December 2015 · 3 yrs 11 mos
Triad Advisors, INC.Broker
January 2012 - November 2015 · 3 yrs 10 mos
Peachtree Planning Advisors, INC.
July 2006 - December 2010 · 4 yrs 5 mos
Park Avenue Securities LLC
May 2006 - January 2012 · 5 yrs 8 mos
Park Avenue Securities LLCBroker
April 2006 - January 2012 · 5 yrs 9 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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