BW
Brian J. Wiley
APOLLON WEALTH MANAGEMENT
BOISE, ID 83702
Some features on this profile are disabled
CRD#: 4164649
BW
Professional summary
Brian James Wiley is a registered financial advisor currently at APOLLON WEALTH MANAGEMENT, LLC located in Boise, Idaho.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Brian has worked at 10 firms and has passed the Series 66, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) The Real Money Pros; Investment Related; 1673 W Shoreline Dr., 140, Boise, ID. 83702; Radio Program; Host; Managing Director; 10/2015; Appx. 20 Hrs/Mnth; Host, executive manager, business development, advertising sales, audio and visual production. 2) Freedom Folios LLC; Investment Related; 1673 W Shoreline Dr., 140, Boise, ID. 83702; Software as a Service; Owner; 01/2022; Appx. 10 Hrs/Mnth; Ownership related activities. 3) Brian Wiley is registered as an investment adviser representative of Tree City Advisors, LLC for transition purposes only.
CRS (Client Relationship Summary) - RIA
Click below to view Brian James Wiley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 29, 2022 - Present
APOLLON WEALTH MANAGEMENT, LLC
Office #1: 1673 W Shoreline Drive Suite 140, Boise, ID 83702RIA
CRD#: 291902
BOISE, ID
Past
September 8, 2015 - December 31, 2022
TREE CITY ADVISORS, LLC
RIA
CRD#: 264795
BOISE, ID
Past
August 24, 2011 - December 10, 2015
CASCADE FINANCIAL MANAGEMENT, INC.
RIA
CRD#: 119030
BOISE, ID
Past
August 1, 2011 - December 10, 2012
CASCADE FINANCIAL MANAGEMENT, INC.
BD
CRD#: 119030
MERIDIAN, ID
Past
May 17, 2010 - August 1, 2011
FINANCIAL INSIGHT CENTER
RIA
CRD#: 153610
SALT LAKE CITY, UT
Past
October 19, 2009 - August 1, 2011
HELMSTAR WEALTH MANAGEMENT
RIA
CRD#: 145074
BOISE, ID
Past
June 21, 2007 - September 10, 2009
BROKERSXPRESS LLC
RIA
CRD#: 127081
BAKERSFIELD, CA
Past
June 21, 2007 - September 10, 2009
BROKERSXPRESS LLC
BD
CRD#: 127081
BAKERSFIELD, CA
Past
July 15, 2002 - June 23, 2007
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
BAKERSFIELD, CA
Past
July 12, 2002 - June 23, 2007
SECURITIES AMERICA, INC.
BD
CRD#: 10205
BAKERFIELD, CA
Past
June 4, 2001 - August 9, 2002
BROOKSTREET SECURITIES CORPORATION
RIA
CRD#: 14667
BAKERFIELD, CA
Past
April 30, 2001 - August 9, 2002
BROOKSTREET SECURITIES CORPORATION
BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past
May 15, 2000 - May 9, 2001
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
APOLLON WEALTH MANAGEMENT, LLC
ADI DASSLER INTERNATIONAL FAMILY OFFICE | WESTSIDE WEALTH MANAGEMENT OF APOLLON | WEALTH EMPOWERMENT FINANCIAL GROUP | TREE CITY ADVISORS OF APOLLON | TELOS WEALTH ADVISORS | SUNSHINE WEALTH ADVISORS, LLC | PROPER WEALTH MANAGEMENT | PRISM ADVISORY GROUP | PODESTA CAPITAL APOLLON | PIERSHALE FINANCIAL GROUP OF APOLLON | PELLEY GROUP OF APOLLON | LIVETRAC | JE WILSON OF APOLLON | JASON YOUNG AND ASSOCIATES | CJL | CJ LAWRENCE, A DIVISION OF APOLLON WEALTH MANAGEMENT | CIC WEALTH | CATALYST APOLLON | CASCADE APOLLON | BLUECHIP WEALTH MANAGEMENT | APOLLON WEALTH MANAGEMENT, LLC | APOLLON NEW ENGLAND | APOLLON BRIDGEMARK
CRD#: 291902 / SEC#: 801-112350
RIA
Registered Investment Advisory firm - (1/22/2018 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Idaho(11/29/2022)
Exams
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
AW
APOLLON WEALTH MANAGEMENT, LLC
ADI DASSLER INTERNATIONAL FAMILY OFFICE | WESTSIDE WEALTH MANAGEMENT OF APOLLON | WEALTH EMPOWERMENT FINANCIAL GROUP | TREE CITY ADVISORS OF APOLLON | TELOS WEALTH ADVISORS | SUNSHINE WEALTH ADVISORS, LLC | PROPER WEALTH MANAGEMENT | PRISM ADVISORY GROUP | PODESTA CAPITAL APOLLON | PIERSHALE FINANCIAL GROUP OF APOLLON | PELLEY GROUP OF APOLLON | LIVETRAC | JE WILSON OF APOLLON | JASON YOUNG AND ASSOCIATES | CJL | CJ LAWRENCE, A DIVISION OF APOLLON WEALTH MANAGEMENT | CIC WEALTH | CATALYST APOLLON | CASCADE APOLLON | BLUECHIP WEALTH MANAGEMENT | APOLLON WEALTH MANAGEMENT, LLC | APOLLON NEW ENGLAND | APOLLON BRIDGEMARK
CRD#: 291902 / SEC#: 801-112350
RIA
Registered Investment Advisory firm - (1/22/2018 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464
Mailing Address
Phone number
(843) 579-0018
Established
Firm type
Fiscal year end
# of Employees
179
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 20,798 |
| AUM (Assets Under Management) | $ 7,720,756,861 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
