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Michael Edward Lewis

Apollon Wealth Management, LLC

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About Michael Edward Lewis

Michael Edward Lewis is a financial advisor with Apollon Wealth Management, LLC located in Mount Pleasant, SC. Michael Edward Lewis has been in the industry since December 2011 and holds Series 6, Series 63, and SIE licenses. Michael Edward Lewis also has a Certified Financial Planner designation. In addition to his role with Apollon Wealth Management, LLC, Michael Edward Lewis is also affiliated with Apollon Insurance Group. Michael Edward Lewis has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, pooled investment vehicles, insurance companies, and charitable organizations.

Firm Information

Michael Lewis is currently registered with Apollon Wealth Management, LLC. Apollon Wealth Management, LLC is an investment advisor based in MOUNT PLEASANT, SC. The firm manages over $5.5 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, pooled investment vehicles, and charitable organizations. They offer a range of services, including financial planning, portfolio management, and selection of other advisors. The firm has over 100 investment advisor representatives and 40 licensed agents.
Apollon Wealth Management, LLC

111 COLEMAN BLVD

MOUNT PLEASANT, SC 29464

$5.52B

Assets Under Management

164

Total Clients

91

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Lewis’s Registration & Firm History

SC

02/23/2018 - Present

Apollon Wealth Management, LLC (MOUNT PLEASANT SC)

SC

12/23/2011 - 03/16/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLESTON SC)

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Licenses & Designations

BC

Issued 03/08/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/16/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Edward Lewis.
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