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Apella Wealth

Also known as apella wealth

Wealth ManagerWest Hartford, United StatesFounded 2014

$384.0B

Assets Under Management

West Hartford

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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 filing Full filing details →

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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?

Verified contact details, key decision-makers, and investment preferences for Apella Wealth are available on LPbacked. Create a free account to access them.