Adam Christian Bonner

Apollon Wealth Management, LLC

12 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth

Apollon Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

115 advisors

Number of Clients

6,762 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$7.7B

Fee Structure

Minimum Investment:$250K

Location

111 Coleman Blvd, Suite 402, Mount Pleasant, SC, 29464

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Adam works as an Investment Services Specialist for Apollon Wealth Management LLC, rebalancing and trading firm models and assisting advisors. This is a full-time commitment.