Founding Partner and Chief Executive Officer · Apollon Wealth Management, LLC
Michael J. Dolberg
CRD 4699964 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Apollon Wealth Management, LLC, an SEC-registered wealth manager based in Mount Pleasant, SC with $11.6 billion in regulatory assets, lists Michael J. Dolberg on its Form ADV as Founding Partner and Chief Executive Officer, a control person. The SEC filings also name Michael at 1 other registered adviser.
Firms and roles
- Apollon Wealth Management, LLCFounding Partner and Chief Executive OfficerWealth manager · Mount Pleasant, SC · $12B in regulatory assets
- Apollon Financial, LLCChief Executive OfficerWealth manager · Mount Pleasant, SC · $1.4B in regulatory assets
AtlasMembers
Michael’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Robert H. GormanFounding Partner and Chief Development Officer, Apollon Wealth Management, LLC
- Michael A. HermanChief Compliance Officer, Apollon Wealth Management, LLC
- Eric N. SternerChief Investment Officer, Apollon Financial, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.