RIA Intel›Advisers›Pennsylvania›APOLLO WEALTH MANAGEMENT, LTD.

APOLLO WEALTH MANAGEMENT, LTD.

Advisory

PA

Data as of Mar 19, 2026 · Source: SEC Form ADV

Rank in PA

#969

of 1,528 advisers by AUM

Average account

$740K

across 90 accounts

AUM per adviser

$67M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$67M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$67M

Discretionary AUM$0

Non-Discretionary AUM$67M

Discretionary %0%

Total Clients27

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InHI, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

27 clients

22 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

4TH RIVER FINANCIAL GROUP, INC.

$67M

ROCKCLIFF CAPITAL, LLC

$67M

KEYSTONE INVESTMENT ADVISORS, LLC

$66M

QUANTUM STRATEGIES, LLC

$67M

INTEGRITY INVESTMENT ADVISORS, LLC

$67M

$66M

Get the full picture on APOLLO WEALTH MANAGEMENT, LTD.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track APOLLO WEALTH MANAGEMENT, LTD. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans