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Home > Retirement Planners > connecticut > glastonbury > APELLA WEALTH
APELLA WEALTH
151 National Drive
Glastonbury, Connecticut 6033
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 15 offices throughout the country.
APELLA WEALTH is a Glastonbury, Connecticut based Financial Planning firm with nearly $2,478,162,661 assets under management, offering retirement planning & investment advisory services to 7259 clients. The firm is staffed with 67 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 171106 |
| SEC# | 801-79650 |
| Assets Managed by Firm | $2,478,162,661 |
| No. of Clients | 7259 |
| No. of Advisors | 67 |
Fee Structure
- A Percentage of AUM
- Other(FEE FOR FINANCIAL PLANNING SERVICES. FEES FOR TECHNOLOGY.)
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7259 | $2,478,162,661 |
| Individuals (other than high net worth individuals) | 1929 | $487,033,637 |
| High net worth individuals | 895 | $1,673,170,693 |
| Pension and profit sharing plans | 37 | $293,474,725 |
| Charitable organizations | 28 | $7,277,721 |
| Corporations or other businesses | 14 | $17,205,885 |
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