APOLLON WEALTH MANAGEMENT LLC
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11+3 YoYRank #1135 of mapped providers
Assets under administration$19.6B0.0%Market share · rank #661
Fees received$467,386Median $28,436/planSum across Schedule C direct + indirect
Net wins YoY+44 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical APOLLON WEALTH MANAGEMENT LLC plan look like?
Service mix · median fees per plan
Count of plans where APOLLON WEALTH MANAGEMENT LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 4 | $29,979 | |
Investment advisory (plan)Code 27 | 3 | $36,169 | |
Investment management; Direct payment from the planCode 28 | 2 | $17,641 | |
Other feesCode 99 | 2 | $2,244 |
Competitor overlap
Percent of APOLLON WEALTH MANAGEMENT LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under APOLLON WEALTH MANAGEMENT LLC.
| Sponsor | From | Assets |
|---|---|---|
DELTA AIR LINES, INC.GA · 580218548-014 | BROOKSTONE CAPITAL MANAGEMENT | $15.9B |
COMMUNITY HEALTH CLINICS INC.ID · 820300537-001 | TREE CITY ADVISORS | $17M |
COMMUNITY HEALTH CLINICS INC.ID · 820300537-002 | TREE CITY ADVISORS | $11M |
GLOBAL CLEAN ENERGY HOLDINGS, INC.CA · 870407858-001 | (new plan) | $9M |
Plans lost in 2024
Appeared last year under APOLLON WEALTH MANAGEMENT LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
DELTA AIR LINES, INC.GA · 580218548-014 | $15.9B | 17,776 | $211,559 | 1y | 1 |
PENN STATE HEALTHPA · 473769205-001 | $2.9B | 22,033 | $3,417 | 3y | 1 |
PENN STATE HEALTHPA · 473769205-002 | $532M | 20,282 | $1,070 | 3y | 1 |
SHERMAN & HOWARD L.L.C.CO · 840420314-022 | $70M | 159 | $28,436 | 2y | - |
SHERMAN & HOWARD L.L.C.CO · 840420314-001 | $58M | 145 | $6,845 | 2y | - |
COMMUNITY HEALTH CLINICS INC.ID · 820300537-001 | $17M | 520 | $17,641 | 2y | - |
AUGUSTA ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS, P.C.GA · 581327528-002 | $17M | 145 | $35,211 | 4y | - |
MULTI IMAGE GROUP, INC.FL · 591935858-001 | $15M | 162 | $24,746 | 3y | - |
THE VOICE OF THE MARTYRS, INC.OK · 731395057-001 | $11M | 209 | $36,169 | 3y | - |
GLOBAL CLEAN ENERGY HOLDINGS, INC.CA · 870407858-001 | $9M | 149 | $70,395 | 1y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (5)
Raw Schedule C names collapsed into APOLLON WEALTH MANAGEMENT LLC.
- APOLLON WEALTH MANAGEMENT
- APOLLON WEALTH MANAGEMENT LLC
- APOLLON WEALTH MANAGEMENT, LLC
- APOLLON WEALTH MANAGEMENT,LLC
- APOLLON WEALTH MGMT LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for APOLLON WEALTH MANAGEMENT LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 1 | 9.09% | 26.94% | -17.85 pp |
| Late contributions | 4 | 36.36% | 1.71% | +34.65 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with APOLLON WEALTH MANAGEMENT LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent