Apella Wealth
Financial Services
65 Memorial Road
96 employees
- Employees
- 96
- Contacts
- 4
- Emails
- 4
- Phones
- 3
Apella Wealth Overview
- Headquarters
- 65 Memorial Road
- Website
- www.apellawealth.com
- Industry
- Financial Services
- Employees
- 96
- Founded
- 2014
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Aaron Leland | Bellevue, Washington, United States |
Email
Phone
|
|
| Stacie Nemetz Cfp®, Aif® | Fee-only, Financial Planner Providing | Tacoma, Washington, United States |
Email
Phone
|
| Greg Hayes, Aif® | Senior Advisor - Accredited Investment | Johnston, Iowa, United States |
Email
Phone
|
| Christina Donnelly | Jersey City, New Jersey, United States |
Email
|
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