Apella Wealth
Company

Apella Wealth

Financial Services 65 Memorial Road 96 employees
Employees
96
Contacts
4
Emails
4
Phones
3

Apella Wealth Overview

Headquarters
65 Memorial Road
Industry
Financial Services
Employees
96
Founded
2014
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Apella Wealth

At Apella, our focus is You. We're an employee-owned firm of financial advisors who deliver innovative planning and investment solutions built on independent, evidence-based thinking. Instead of speculation and guesswork, we use insights drawn from academic research and decades of data to build portfolios and plans that put science on your side. We are passionate about working with our clients and helping them achieve their most important goals. Apella Capital, LLC, DBA Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Apella Wealth provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment advice. Apella Wealth does not approve or endorse any third-party communications posted on this site and will not be liable for any such posts.

Apella Wealth Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
3
75.0% coverage

Apella Wealth Org Chart

Sample employees and titles
Name Title Contact
Aaron Leland
Email Phone
Stacie Nemetz Cfp®, Aif® Fee-only, Financial Planner Providing
Email Phone
Greg Hayes, Aif® Senior Advisor - Accredited Investment
Email Phone
Christina Donnelly
Email

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