Robert Brian Wolfe
Investment adviser representative at Apollon Wealth Management, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$11.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Apollon Wealth Management, LLCDec 2021 to now
- Goldman Sachs & Co.Jul 2020 to Oct 2021
- Mercer Allied CompanyJul 2020 to Oct 2021
- Goldman Sachs Personal Financial ManagementJul 2019 to Sep 2021
- Cetera Advisor Networks LLCOct 2017 to Jun 2020
- United Capital Financial Advisers, LLCAug 2009 to Jul 2019
- Girard Securities, Inc.Jul 2009 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 1 state (SC).
Apollon Wealth Management, LLC
$11.6BAssets managed
8,389Clients
144Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2268259
- Firm CRD
- 291902