APOLLO WEALTH MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $39.3M |
| Discretionary | $2.2M6% of AUM |
| Non-Discretionary | $37.1M |
| Client Accounts | 10 |
| Avg Account Size | $3.9M |
| Employees | 1 |
| Peak AUM | $81.1MMar 2022 |
| AUM CAGR |
AUM by Client Type
Total AUM
$39M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $39M | +25.5% | 15.5% | 11.9% | |
| Discretionary AUM | $2M | ||||
Key Metrics
| Total AUM | $39.3M |
| Discretionary | $2.2M |
| Employees | 1 |
| Client Accounts | 10 |
| Client Range | 1-10 |
Contact & Location
Phone
716-783-1610
Filing History
11 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2M
5.6% of AUM
Non-Discretionary
$37M
94.4% of AUM
Disc. mix ▲ 0.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported