SEC Form ADV

APELLA WEALTH

Registered Investment AdviserCT
$11.1B
Assets Under Management
179
Employees
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Registration Details

Accession
crd-171106
Location
WEST HARTFORD, CT
Filing Date
June 26, 2026
AUM
$11.1B
Institutional Clients
274
Employees
179
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

APELLA WEALTH is a registered investment adviser headquartered in WEST HARTFORD, CT, managing approximately $11.1B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.