SEC Form ADV

APELLA WEALTH

Registered Investment AdviserCT
$9.8B
Assets Under Management
22,369
Total Clients
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Registration Details

Accession
CRD-171106
Location
WEST HARTFORD, CT
Filing Date
March 30, 2026
AUM
$9.8B
Total Clients
22,369
Amendment
No

About this Adviser

APELLA WEALTH is a registered investment adviser headquartered in WEST HARTFORD, CT, managing approximately $9.8B in assets across 22,369 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.