Apollo Wealth Management, Ltd.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$66,615,569
Clients
27
81% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage account size
$2,467,243
About
Apollo Wealth Management, Ltd. is an independent, fee-only advisory firm that provides comprehensive financial planning and investment advisory services to individuals, families and estates. Its planning services cover cash flow, retirement, tax and estate considerations, and its advisory work focuses on publicly available securities such as mutual funds, ETFs and fixed-income instruments.
The firm’s investment approach is informed by a macro view of the global economy and Modern Portfolio Theory, with an emphasis on low-cost, tax‑efficient investments and disciplined asset-allocation. Portfolios are implemented and monitored with prior client approval; the firm does not exercise discretionary trading authority and uses signed Investment Policy Statements to document client restrictions and objectives, obtaining limited power of attorney only for account information and, when authorized, to implement client‑approved trades.
What distinguishes the firm from many solo independent advisers is its primarily non‑discretionary model and a relatively small client roster with substantial assets under management, suggesting more individualized engagement per client. The firm’s principal holds CFP certification and has prior private‑client experience and academic teaching roles; firm policies also prohibit cross‑trading, eschew soft‑dollar arrangements and commissions, and the firm does not act as custodian of client assets.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Life insurance needs analysis
Tax-loss harvesting
Fee options
Financial planning fees begin at $3,500/year, negotiable based on complexity
Minimum fee: Greater of $3,500/year or 1.25% of assets under management Fee-only: Financial planning fees are a negotiable flat dollar amount beginning at $3,500/year
Main office location
Apollo Wealth Management, Ltd.
Honolulu HI, United States
Number of offices
1
Most active in
Apollo Wealth Management, Ltd. has reported serving >5 clients in these states in the last 12 months.
Hawaii · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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