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APELLA WEALTH
APELLA CAPITAL, LLC
CRD 171106 · SEC 801-79650
65 MEMORIAL DRIVE, SUITE C340, WEST HARTFORD, CT, 06107, United States
Phone
860.785.2260
Fax
860.748.4961
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.78B
Discretionary AUM
$7.54B
Team
164 total employees; 93 advisory reps
Clients
More than 500
Fees
Percentage of AUM; FEE FOR FINANCIAL PLANNING SERVICES.
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4403 | $1.02B |
| High net worth individuals | 3280 | $8.18B |
| Pension/profit sharing plans | 113 | $348.4M |
| Charitable organizations | 119 | $44.8M |
| Corporations/business entities | 85 | $186.0M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://twitter.com/talkrealmoney
- HTTPS://WWW.APELLAWEALTH.COM
- https://www.youtube.com/c/TalkingRealMoney
- https://www.facebook.com/ApellaWealth/
- HTTPS://WWW.RETIREMEET.COM
- https://www.facebook.com/talkingrealmoney
- https://www.youtube.com/@Apella-Wealth
- https://www.apellaascent.com
- https://talkingrealmoney.com/
- https://www.linkedin.com/company/apella-wealth/
- https://www.youtube.com/channel/UClpeN-c1Gg38oUIT_URBy4w
Official SEC filing: View on IAPD