AP
AP

Austin Lewis Pearl

7 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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
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Location

1101 Wootton Parkway, Suite 980, Rockville, MD, 20852

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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.

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Other Business ActivitiesSells Insurance

Austin is an insurance agent, dedicating minimal time to answering client questions and placing policies since 2020. He also dedicates minimal time to fixed insurance sales as an insurance agent with CIC Risk since 2018, and Pearl Advisory, LLC is a holding company for his securities business.

Employment History
Current Registrations
Apollon Wealth Management, LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Cic Wealth, LLC
August 2018 - December 2024 · 6 yrs 4 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.