AH
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
115 advisors
Number of Clients
6,762 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$7.7B
Fee Structure
Apollon Wealth charges fees for advisory services, but the specific fee structure is not detailed in this document. They offer financial planning and investment management services. Some IARs may provide tax services outside of Apollon Wealth's oversight. The document mentions potential conflicts of interest and mitigation strategies.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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Advisor Information
Office location
950 Seventeenth Street, Denver, CO, 80202
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
August 2018Other Business ActivitiesSells Insurance
Alan operates under the DBA Alan Holman CFP and owns rental real estate since 2004, dedicating minimal time to it. He is also an independent representative with various insurance carriers for fixed products and owns ADH Wealth Management, a personal holding company, dedicating a few hours per week.
Employment History
Current Registrations
Apollon Wealth Management, LLC
February 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cascade Financial Management, INC.
December 2011 - February 2021 · 9 yrs 2 mos
Cascade Financial Management, INC.Broker
December 2011 - December 2020 · 9 yrs
Adrian & Associates INC
October 2011 - October 2011 · 0 mos
Adrian & Associates INC
March 2010 - September 2011 · 1 yr 6 mos
Geneos Wealth Management, INC. Broker
January 2010 - October 2011 · 1 yr 9 mos
Geneos Wealth Management, INC.
January 2010 - October 2011 · 1 yr 9 mos
Cg Brokerage L.L.C.Broker
August 2006 - January 2010 · 3 yrs 5 mos
Clifton Gunderson Wealth Management
February 2005 - January 2010 · 4 yrs 11 mos
Cap Pro Brokerage Services, INC.Broker
February 2005 - October 2005 · 8 mos
Adrian & Associates INC
January 1999 - December 2005 · 6 yrs 11 mos
Royal Alliance Associates, INC. Broker
June 1998 - February 2005 · 6 yrs 8 mos
First Springfield Securities, INC.Broker
April 1998 - May 1998 · 1 mo
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.