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 and operating since 2014. The firm serves individual and family clients as well as some institutional relationships, offering financial planning and portfolio management for individuals and small businesses. Its primary fee model is percentage-of-AUM with other arrangements also used. Apella describes itself as an active ESG investor and reports advisory services focused on planning and discretionary portfolio management. The firm has received third-party recognition, including placement on FA Magazine’s Top RIA Firms list in 2020 and inclusion in 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
3 of 3
Jason Gentile
Chief Wealth OfficerCRD 4588461
Meghan Martin
Chief Operating OfficerCRD 8044229
Timothy Richards
Chief Compliance OfficerCRD 1876254
Contacts
3 of 88
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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