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APELLA WEALTH
65 Memorial Drive
Suite C340
West Hartford, Connecticut 06107
Tel: 860.785.2260
About APELLA WEALTH
APELLA WEALTH, formally registered with the SEC as APELLA WEALTH. The firm was established in 04/29/2014. They have over 17 offices throughout the country.
APELLA WEALTH is a West Hartford, Connecticut based Financial Planning firm with nearly $3,349,019,931 assets under management, offering retirement planning & investment advisory services to 8605 clients. The firm is staffed with 77 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 171106 |
| SEC# | 801-79650 |
| Assets Managed by Firm | $3,349,019,931 |
| No. of Clients | 8605 |
| No. of Advisors | 77 |
Fee Structure
- A percentage of AUM
- Other (FEE FOR FINANCIAL PLANNING SERVICES. FEES FOR TECHNOLOGY.)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8605 | $3,349,019,931 |
| Individuals (other than high net worth individuals) | 2004 | $522,673,017 |
| High net worth individuals | 1190 | $2,427,984,828 |
| Pension and profit sharing plans | 49 | $367,520,360 |
| Charitable organizations | 41 | $9,542,031 |
| Corporations or other businesses | 16 | $21,299,695 |
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