RIA · Independent channel
Apollon Wealth Management
Includes the history of Independent Financial Group (acquired May 2026) · Sage Advisors (acquired January 2026)
Wealth management firm in Mount Pleasant, SC.
- Website
- apollonwealthmanagement.com
- Regulator record
- APOLLON WEALTH MANAGEMENT, LLC (SEC)
Recorded arrivals
2
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$835M
Reported practice assets · 2 of 2 disclosed
Departure assets
—
Reported practice assets · 0 of 0 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
02
1
Arrivals 2
Teams joining Apollon Wealth Management in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| May 5 | Acquisition | Senglaub Financial GroupDelafield, WI | Independent Financial GroupIndependent Broker-Dealeracquired by Apollon Wealth Management, May 2026 | $650M | InvestmentNews |
| Jan 15 | Acquisition | Sage AdvisorsIndianapolis, IN | Sage AdvisorsRIAacquired by Apollon Wealth Management, Jan 2026 | $185M | Press Release |
Departures 0
Teams leaving Apollon Wealth Management in 2026.
No recorded departures in 2026.
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.