Isaac White
Investment adviser representative at Apollon Wealth Management, LLC
15 yearsExperience
2 statesRegistered 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
15 years in the industry.
- Apollon Wealth Management, LLCApr 2026 to now
- Motley Fool Wealth Management, LLCMay 2025 to now
- First Citizens BankAug 2019 to May 2025
- First Citizens Investor ServicesAug 2019 to May 2025
- Fidelity Personal and Workplace AdvisorsJul 2018 to Aug 2019
- Fidelity InvestmentsOct 2011 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
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
- 6135638
- Firm CRD
- 291902