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Charleston wealth management firm merges with Atlanta firm

Jason Thomas //May 30, 2023//

Charleston wealth management firm merges with Atlanta firm

Jason Thomas //May 30, 2023//

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Charleston-based Apollon Wealth Management and Catalyst Wealth Management, based in Atlanta, have entered into a partnership.

The new entity, Catalyst Apollon, will be part of Apollon’s SEC-registered investment adviser firm, according to an Apollon news release.

Apollon is a full-service wealth management firm, and as a result of this partnership, Catalyst Apollon clients will have access to a wealth management experience with innovative investment solutions, an elite service team and cutting-edge technology, the release stated.

Financial terms of the deal were not disclosed.

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“Catalyst Wealth Management's mission and vision align with Apollon’s commitment to creating a foundation of success for our clients,” said Michael Dolberg, founding partner and CEO of Apollon Wealth Management, in the release. “We were impressed by the principles that guide their approach to clients and are excited to have them join as a partner firm.”

The Catalyst Wealth Management team is led by managing partners Christopher D. Pullaro, David Pierce, Dave Mirolli and Brian Pierce, according to the release. Along with advisors Matt Cayce and Cal Halliburton, they bring a combined 100-plus years of wealth management experience.

“Apollon is a natural fit for us as a partner in our journey to help serve families and businesses to the best of our abilities,” said the Catalyst managing partners in the release. “As a firm, we are constantly striving to find the best and brightest ideas for our clients, along with incredible service and technology. As we continue to grow, it’s paramount that our clients’ experience is only enhanced, and we feel Apollon can help us make that vision a reality. We look forward to a great relationship.”

Apollon Wealth Management was founded in 2018 and has over 100 professionals, including more than 60 financial advisors.