Garrett Daniel Baker
Financial advisor at Apollon Wealth Management, LLC
Last updated 2026-10-10
Claim your profileGarrett Daniel Baker is a financial advisor at Apollon Wealth Management, LLC, CRD 7669248. Licenses and exams on the registration: Series 65. IAPD registration began 2022-12-15.
Registration
- CRD number
- 7669248
- Registration status
- Active
- IAPD registration
- 2022-12-15
- Industry Experience
- 3 years
- Work Experience
- 11 years
- States registered
- TX
Licenses and exams
- Series 65
Work history
- 2022-03 to 2026-01 · Sage Advisors LLC · Boulder, CO
- 2018-08 to 2021-12 · University of Wyoming · Laramie, WY
- 2022-01 to 2022-02 · Unemployed · Gillette, WY
- 2015-08 to 2017-05 · Campbell County High School · Gillette, WY
- 2017-08 to 2018-05 · Thunder Basin High School · Gillette, WY
- 2026-01 to Present · Apollon Wealth Management, LLC · Charleston, SC
Current employment
- Apollon Wealth Management, LLC · Mount Pleasant, SC
Apollon Wealth Management, LLC
- Regulatory AUM
- $11,563,665,739
- Registered advisors
- 151
- Offices
- 92
- Clients per advisor
- 55.6 (Low)
- Average AUM per client
- $1.4M (Low)
- High-net-worth client ratio
- 32.1% (Moderate)
Apollon Wealth Management, LLC: advisors, services and reported ETF investments
About
Garrett Daniel Baker is a financial advisor at Apollon Wealth Management, LLC. Reported securities licenses include Series 65. The latest record indicates 3 years of industry experience and 11 years of reported work history. Reported roles include Sage Advisors LLC, Unemployed, University of Wyoming, Thunder Basin High School, among others.
Apollon Wealth Management, LLC's firm-level Form ADV reports 151 advisors across 92 offices; approximately 55.6 clients per advisor, average assets per client of $1,378,432, and regulatory AUM of $11.6B; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations, Insurance companies; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $3.6B across 549 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Garrett Daniel Baker personally.
Reported ETF positions
Apollon Wealth Management reports 549 ETF positions worth $3.6B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $288.5M |
| VOO — Vanguard S&P 500 ETF | $147.1M |
| AVLV — Avantis U.S. Large Cap Value ETF | $145.3M |
| VONG — Vanguard Russell 1000 Growth ETF | $144.8M |
| DFAI — Dimensional International Core Equity Market ETF | $99.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Apollon Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $23.2M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $19M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | IBDZ — iShares iBonds Dec 2034 Term Corporate ETF | $5.7M | Top 99.8% | Residual alpha +0.78% · Residual Sharpe 0.13 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $5M | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Apollon Wealth Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
- Adviser to Any Private Fund
Contact
The firm's filed contact details.
- Phone: 843-579-0018
- Website: properguidance.com
Official record
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