Apella Wealth
Apella Wealth (CRD# 171106) is a financial advisory firm headquartered in West Hartford, CT. They manage $3,349,019,931 in 8,605 accounts and serve the financial needs of clients across 34 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management3,349MILLION
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Total Number of Accounts8,605ACCOUNTS
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Average Account Value$389,195
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
Financial Advisors at Apella Wealth
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