Apella Wealth
Firm details
- Headquarters
- West Hartford, Connecticut
- CRD number
- 171106
- Registered since
- April 29, 2014
- Website
- www.apellacapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI84.9%
- Individuals9.78%
- Pension & Profit Sharing Plans3.28%
- Corporations / Businesses1.62%
- Charitable Organizations0.42%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Apella Wealth is an independent, SEC-registered registered investment adviser organized as an LLC (registered in 2014). The firm serves a mix of individual and family clients as well as institutional relationships, offering financial planning and portfolio management (including for small businesses). Its fee model includes percentage-of-AUM billing alongside other fee arrangements. Apella identifies as an active ESG investor and does not operate as a capital allocator; instead it relies on third-party managers for alternative exposure. The firm has received industry recognition, including FA Magazine’s Top RIA Firms (2020) and Citywire’s 50 Growers Across America lists in 2020 and 2021.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities7%
- Cash & Cash Equivalents7%
- State & Local Bonds2%
- US Government Bonds1%
Owners & executives
2 of 2Meghan Martin
Chief Operating OfficerCRD 8044229
Timothy Richards
Chief Compliance OfficerCRD 1876254
Contacts
3 of 90
Harvey Siegel
Senior Financial AdvisorCRD 1072771
Justin Morrow
Senior Financial AdvisorCRD 5766590
Flavia Kirz
Financial AdvisorCRD 4050088
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 420Active vs passive
$6.7B in ETFs
48%
$3.2B
50%
$3.5B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $713M | 16,110,656 | 10.63% |
Location
West Hartford, CT
Hartford
Location
West Hartford, CT
Headquartered in West Hartford, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- Hartford
- Address
- 65 Memorial Rd
- Time zone
- ET (UTC-5)
- Office locations
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