Apella Wealth

Apella Wealth company information, Employees & Contact Information

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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.

Company Details

Employees
96
Founded
-
Address
65 Memorial Road,
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
West Hartford, CT
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News

Apella Wealth Welcomes Park Piedmont Advisors Establishing Presence in Chicago and Adding over $1 Billion in AUM - Yahoo Finance

Apella Wealth Welcomes Park Piedmont Advisors Establishing Presence in Chicago and Adding over $1 Billion in AUM Yahoo Finance

Apella Wealth Welcomes Independence Wealth Advisors, Growing AUM by $207 Million - Business Wire

Apella Wealth Welcomes Independence Wealth Advisors, Growing AUM by $207 Million Business Wire

Apella Wealth Expands National Presence with Addition of Iron Horse Wealth Management, Adding $574 Million in AUM - Business Wire

Apella Wealth Expands National Presence with Addition of Iron Horse Wealth Management, Adding $574 Million in AUM Business Wire

Apella Wealth Expands East Coast Presence with Addition of Marrella Private Wealth, Adding $518 Million in AUM - Business Wire

Apella Wealth Expands East Coast Presence with Addition of Marrella Private Wealth, Adding $518 Million in AUM Business Wire

Apella Wealth Expands East Coast Presence with Addition of Barker Financial Group, Inc. - Business Wire

Apella Wealth Expands East Coast Presence with Addition of Barker Financial Group, Inc. Business Wire

Apella Wealth Expands East Coast Presence with Addition of ClearLogic Financial, Inc. - Business Wire

Apella Wealth Expands East Coast Presence with Addition of ClearLogic Financial, Inc. Business Wire

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