David Mirolli
David Mirolli is a registered investment advisor at Apollon Wealth Management, LLC, based in Atlanta, GA, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 6,762 clients with $7.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apollon Wealth charges an annual advisory fee based on the value of your portfolio or a flat dollar fee, up to 2.00% annually. Additional costs may apply for accounts invested with sub-advisors or in certain investment strategies, such as Direct Indexing (0.10% fee) or accounts managed by CJ Lawrence division (0.30% fee). Some strategies have a supplemental cost that replaces the standard fee, paid directly by the program sponsor. Fees are negotiable and can vary based on the size and complexity of the relationship. There may be an account minimum, which can cause the total annual effective fee rate to be higher than 2.00%.
Location
3344 Peachtree Road NE, Suite 2600, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (5)
Customer Dispute
September 2023Customer Dispute
December 2021Customer Dispute
October 2020Customer Dispute
August 2020Customer Dispute
February 2020Other 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
Previous Registrations
Catalyst Wealth Management
Kalos Management
Kalos Capital, INC.Broker
Triad Advisors, INC.
Triad Advisors, INC.Broker
Peachtree Planning Advisors, INC.
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations1 state
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.