Winter Andrew Troxel
Investment adviser representative at Apollon Wealth Management, LLC
15 yearsExperience
2 statesRegistered in
$11.6BFirm assets
8 yearsFirm in business
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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
15 years in the industry.
- Apollon Wealth Management, LLCNov 2024 to now
- Monumental Financial Group, Inc dba Bridgemark Wealth ManagementDec 2011 to Oct 2024
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (MD, VA).
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
- 4687698
- Firm CRD
- 291902