Brandon Baker

Apollon Wealth Management, LLC

1 Year of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth

Apollon Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

115 advisors

Number of Clients

6,762 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$7.7B

Fee Structure

Minimum Investment:$250K

Location

Richmond, VA

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Apollon Wealth Management, LLC

April 2025 - Present · 10 mos

Previous Registrations

Choreo, LLC

February 2024 - March 2025 · 1 yr 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.