1. Wealthminder
  2. Boise, ID
  3. Log in
  1. Log in
Brian Wiley, financial advisor Boise ID

Brian Wiley

CRD Number: 4164649
Current Firm: Apollon Wealth Management, LLC
Compensation Model: Fee Only

Brian Wiley (CRD# 4164649) is an Investment Advisor Representative working at Tree City Advisors, LLC in Boise, ID and has over 19 years of experience in the finance industry.

Similar Advisors
Kent Adams, financial advisor Boise ID
Kent J. Adams
CRD# 5366550
Edward Jones
Similar Advisors
Lisa Adams, financial advisor Boise ID
Lisa M. Adams
CRD# 6489237
American Independent Securities Group, LLC
Similar Advisors
Johanna Adleson, financial advisor Boise ID
Johanna S. Adleson
CRD# 5263358
Libra Wealth LLC
Company Name Location Dates Years
Apollon Wealth Management, LLC Boise, ID Nov 2022 - Current 1
Freedom Folios LLC Boise, ID Jul 2019 - Current 4
Tree City Advisors, LLC Boise, ID Jun 2015 - Current 8
Cascade Financial Management Inc. Denver, CO Aug 2011 - Sep 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2000
Contact Info for Brian J. Wiley
1673 W Shoreline Drive, Suite 140, Boise, ID 83702
Phone Number: 843-579-0018
Firm Website: https://www.facebook.com/apollonwealthmanagement/
Registered State(s):
  • ID
Current Firm Details
Apollon Wealth Management, LLC
Firm's CRD Number: 291902
835 Coleman Blvd, Suite 102, Mount Pleasant, SC 29464
By the Numbers
  • Total Assets Under Management
    5,520
    MILLIONS
  • Total Number of Accounts
    15,301
    ACCOUNTS
  • Average Account Value
    $360,738
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.