LP Profile

Apella Wealth

Also known as apella wealth

Wealth ManagerWest Hartford, United StatesFounded 2014
$384.0B
Assets Under Management
West Hartford
Headquarters
Investment Focus

About Apella Wealth

Apella Wealth is a wealth manager based in West Hartford, US. Founded in 2014. Reported AUM: 384000 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Apella Wealth from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$9.8B
Total Clients
22,369
Filing Date
March 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Apella Wealth across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Apella Wealth?

Apella Wealth is a wealth manager based in West Hartford, United States, managing approximately $384.0B in assets.

Where is Apella Wealth headquartered?

Apella Wealth is headquartered in West Hartford, United States.

How much does Apella Wealth manage?

Apella Wealth manages approximately $384.0B in assets under management.

When was Apella Wealth founded?

Apella Wealth was founded in 2014.

How can I contact Apella Wealth?

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