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Patricia Andrea alcidas Redd

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.

  1. Apollon Wealth Management, LLCOct 2026 to now
  2. Oneseven d/b/a Htr Wealth ManagementNov 2024 to Oct 2026
  3. Raymond JamesAug 2021 to Nov 2024
  4. Bbva In the USAMar 2020 to Jul 2021
  5. Kings Crossing Church of ChristJan 2018 to Jan 2020
  6. Check `n GoJan 2016 to Jan 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (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
7418855
Firm CRD
291902
Advisor's SEC record (opens in a new tab)
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