Michael
Lewis
Apollon Wealth Management, LLC
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About this Advisor
Michael Lewis is a certified financial planner who works in Mount Pleasant, South Carolina, who has 5 years of industry experience. Lewis works at Apollon Wealth Management, LLC. During their career, Lewis has held roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Apollon Wealth Management, LLC and Apollon Insurance Group. Lewis holds a Series 63 license, which qualifies them as a securities representative, and can advise clients in Florida, Georgia, North Carolina, South Carolina and Texas. Apollon Wealth Management, LLC is an advisory company based in Mount Pleasant, SC. It has offices in 34 locations and a total of 117 financial advisors. It administers $3 billion in assets among its 11,192 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to five charities and foundations. Of its 11,192 client accounts, just 8% belong to high-net-worth investors who have at least $1 million in investable assets. Apollon Wealth Management, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and selection of other advisers. Fees for financial advice usually vary depending on the services provided. Fees billed by Apollon Wealth Management, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Apollon Wealth Management, LLC Brokerage Details
$3,362,897,429
117
11,192
$300,473
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Michael Lewis Work History
Michael has been registered as a financial advisor for 5 years.*
Apollon Wealth Management, LLC
Apollon Insurance Group
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Lewis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Apollon Wealth Management, LLC
Mount Pleasant, SC
Mount Pleasant, SC
Redondo Beach, CA
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Aiken, SC
Mount Pleasant, SC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.