Patrick G. Tang

APOLLON WEALTH MANAGEMENT

Charleston, SC

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CRD#: 7326178

Professional summary

Patrick George Tang, who also goes by Patrick Tang, is a registered financial advisor currently at APOLLON WEALTH MANAGEMENT, LLC located in Charleston, South Carolina.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Patrick has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Patrick Tang

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick George Tang's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 20, 2026 - Present

APOLLON WEALTH MANAGEMENT, LLC

RIA

CRD#: 291902

Charleston, SC

Past

October 10, 2022 - July 6, 2026

W&S BROKERAGE SERVICES, INC.

RIA

CRD#: 8099

Daniel Island, SC

Past

February 13, 2021 - July 6, 2026

W&S BROKERAGE SERVICES, INC.

CRD#: 8099

Daniel Island, SC

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".

APOLLON WEALTH MANAGEMENT, LLC

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

South Carolina
(7/20/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/10/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/6/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 2/12/2021

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 12/21/2020

Securities Industry Essentials Examination

Current Firm

APOLLON WEALTH MANAGEMENT, LLC

CRD#: 291902 / SEC#: 801-112350

RIA

Registered Investment Advisory firm - (1/22/2018 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APOLLON WEALTH MANAGEMENT, LLC - PART 2A BROCHURE (1/20/2026)

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.

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Advisor Monitoring

Firm Stability Insights

Patrick G. Tang

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick George Tang's CRS (Customer Relationship Summary).

Certified licenses

Experience

W&S BROKERAGE SERVICES, INC.

W&S BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

APOLLON WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/10/2022

Series 63

Date: 3/6/2021

Series 6TO

Date: 2/12/2021

SIE

Date: 12/21/2020

Current Firm

APOLLON WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

APOLLON WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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