Matthew Thomas Workman
Investment adviser representative at Apollon Wealth Management, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Purshe Kaplan Sterling InvestmentsMar 2023 to now
- Apollon Wealth Management, LLCDec 2021 to now
- Moloney Securities Asset Management LLCMay 2016 to Dec 2021
- Moloney Securities Co., Inc.May 2016 to Dec 2021
- Moloney Investment Advisory LLCMay 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 5247667
- Firm CRD
- 291902