Perrin Daniel Berry
Investment adviser representative at Apollon Wealth Management, LLC
12 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
12 years in the industry.
- Apollon Wealth Management, LLCJun 2022 to now
- Crisp Event RentalsJun 2021 to Sep 2021
- Modern WoodmenJun 2021 to Aug 2021
- Secretary of States OfficeSep 2018 to Mar 2020
- University of South CarolinaAug 2018 to May 2022
- Lake Murray Boat ClubJun 2016 to Sep 2020
- Dutch Fork High SchoolAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7808522
- Firm CRD
- 291902