Apollon Wealth Management is a wealth advisor firm in Miami that works with small-business owners whose wealth is tied up in the company and who are thinking about succession or a sale. One decision at a time: the plan is a short list of decisions in order of deadline, each made with the numbers in front of you.
This page is organized around what a client actually gets and when: the first meeting, the first plan and the yearly calendar after that. You'll also find the commitments we make and a few opinions about money that other advisors may not share.
What Apollon Wealth Management does when the company is most of your net worth
Most owners we meet hold the bulk of their wealth in one asset they can't sell on a Tuesday afternoon: the company. So we start there. We list the decisions in front of you (an offer from a buyer, a partner's buyout, a handoff to a daughter or a key manager, a retirement date) and put them in order of deadline.
Apollon Wealth Management serves 528,000 clients and holds $7.1 billion in client assets, as of 10/12/2026. The work is the same at any size: a short list, a date next to each item, and the arithmetic behind it.
The client minimum is $500K in investable assets. If your savings outside the business are below that, we'll tell you in the first conversation, and you won't have spent anything finding out.
When the statements and tax returns start arriving
Before the first plan exists, we ask for paper. The business tax returns for the last two years, the buy-sell agreement if there is one, your personal tax return, and the latest statement from every account you own. If a pension or a benefits letter exists, send that too.
We read these ourselves. The year-end statement tells us what you hold and what it cost to hold it, and the K-1 or business return tells us how much cash the company really pays you. Owners are often surprised by that second number.
What you get back is a plan you can hold in your hand. It's a written list of decisions, each with a deadline, a dollar figure and the name of whoever has to act (you, your attorney, your CPA, or us). Nothing sits in a drawer of charts you never asked for.
How much will you know about fees and conflicts?
You'll know all of it before you decide anything. Every fee Apollon Wealth Management charges is listed in the client agreement, and nothing outside that list is charged. If a number isn't in the agreement, it doesn't get billed.
Conflicts get the same treatment. If a recommendation would pay the firm or a related party anything beyond the agreed fee, we say so before you act on it, and you can ask us to explain why we'd still suggest it.
On communication, you hear from us in writing after each decision is made, and you meet with us for a progress meeting by video or phone. If your buyer sends a revised offer on a Friday, you don't wait for the next scheduled meeting to talk it through.
From first meeting to the yearly calendar
The work moves in four stages. The table shows what happens in each and what lands in your hands. Stage three repeats as often as a decision comes due, and stage four comes around once a year.
We serve clients nationwide, with meetings held by video and by phone, and our office is at 307 Northeast 1st Street, Miami, FL 33132. Most clients never need to come in.
| Stage | What happens | What you receive |
|---|---|---|
| 1. First meeting | We ask about the company and your timeline | Fee schedule and document list |
| 2. First plan | We rank decisions by deadline and add numbers | Written list with dates and figures |
| 3. Each decision | We work it through with you and your CPA | Short note with the tax cost estimate |
| 4. Progress meeting | We update dates, balances and what changed | Revised list for the coming year |
What do we believe about money that other advisors may not?
Deadlines beat optimization. A portfolio that's two percentage points off its target is a small problem next to a letter of intent that expires in 60 days. We'd rather fix the urgent item first, even if the portfolio looks untidy for a while.
Concentration comes before almost everything else. Our rule of thumb: when more than a fifth of your net worth sits in one asset, reducing that exposure usually comes first. For most owners, that asset is the company, and you can't diversify it by tweaking a fund lineup.
Here's a hypothetical. A 62-year-old owner has a company valued at $3,000,000 and $800,000 in an IRA and a brokerage account. The company is about 79 percent of her $3,800,000 net worth. A typical recommendation would start by rebalancing the $800,000 into a new fund mix. We'd start with the buyer's offer that expires in 60 days, and we'd estimate the tax cost of any fund switch before touching a dollar of the $800,000.
One more belief: markets are never certain, and investments can lose money, so we don't build a plan that needs a particular return to work. We'd rather build one that still holds up when the sale price comes in lower than hoped.
A portfolio that's two percentage points off target is a small problem next to a letter of intent that expires in 60 days.
Your questions about Apollon Wealth Management, answered
What kind of firm is Apollon Wealth Management?
We are a Miami-based wealth advisor firm that helps small-business owners decide what to do about succession or a sale, working through one decision at a time in order of deadline, with the numbers in front of the client. The firm's legal name is Apollon Wealth Management, LLC.
Does the firm only suit owners who are ready to sell?
No, owners planning a handoff to a partner, a family member or a key manager, and owners who just want their own savings sorted out before any deal exists, are served the same way, provided they have $500K or more in investable assets. Apollon Wealth Management meets clients nationwide by video and by phone.
What does a business owner receive in the first meeting and the first plan?
After the first meeting you receive the fee schedule from the client agreement and a list of documents to gather, and after that comes the first plan: a written list of decisions ranked by deadline, each with dates and figures. Apollon Wealth Management then holds a progress meeting once a year.