Apella Capital
Finance · Washington, United States · 51-200 Employees
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Overview
Headquarters
2821 Northup Way Ste 150, Bellevue, Wash...Phone Number
(415) 563-3000Website
www.apellacapital.comRevenue
$57.2 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
1
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About Apella Capital
Apella Capital, LLC is a national RIA built around a select community of likeminded advisors who believe in evidence-based investing and planning. Headquartered in Glastonbury, CT, Apella offers its wide range of financial advisory services across a number of financial advisory offices, spanning both coasts and serving thousands of individual and institutional investors. Managing over $2.5 billion in assets, the firm's financial advisors are dedicated to building lifelong client relationships and providing Advice for Life. Apella was founded in 2014 by two financial advisors, Patrick Sweeny and David Connelly, who were passionate about finding a better way to help investors achieve their long-term goals. It is an affiliate of Symmetry Partners, which manages over $9.4 billion* in AUM and AUA.Explore more
Popular SearchesApella Capital LLCApella CapitalApellacapitalConvergence Wealth AdvisorsJamesfemiaSIC Code 62,628NAICS Code 52,523Show moreApella Capital Org Chart
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Apella Capital is experiencing very low activity levels compared to other companies in the Finance sector.
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Apella Capital Tech Stack
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Most Recent Scoops
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Promotion
Executive Move
Apella Capital has announced that Patrick Sweeny has been promoted to the role of Chief Executive Officer.
Mergers & Acquisitions (M&A)
Mergers & Acquisitions
Facilities Relocation / Expansion
Apella Capital is planning to move its offices in June 2022. The move will impact employees at their existing office located at 2001 Union Street, Suite #540, San Francisco, CA.
Facilities Relocation/Expansion
New Hire
Executive Move
Apella Capital News & Media
Apella Expands West Coast Presence with Addition of Clarity Wealth Management
GLASTONBURY, Conn.--(BUSINESS WIRE)--Apella Capital, LLC, DBA Apella Wealth (“Apella”), a financial advisory and wealth management firm serving individuals, families, and businesses, today announced Clarity Wealth Management (“Clarity”), a registered investment advisor (“RIA”), has joined the firm. The acquisition establishes Apella’s presence in Irvine, California and adds to its financial planning and investment management capabilities in the region. Led by Gina Chironis, Clarity provides finApella Capital Expands East Coast Presence with Addition of Structured Asset Management
GLASTONBURY, Conn.--(BUSINESS WIRE)--Apella Capital, LLC (“Apella”), a financial advisory and wealth management firm serving individuals, families, and businesses, today announced Structured Asset Management, a registered investment advisor (“RIA”), has joined the firm. The acquisition expands Apella’s presence on the east coast and adds to its financial planning and investment management capabilities in the region. Structured Asset Management (“Structured”) was founded by Bill Suplee and proviTalking Real Money Podcast Achieves Historic 3 Million Downloads
BELLEVUE, Wash.--(BUSINESS WIRE)--Talking Real Money, an entertaining and educational financial podcast, has crossed the milestone of 3 million downloads. Inspired to offer authentic, unbiased education, Talking Real Money has attracted a national audience consistently ranking as one the top 100 investing podcasts in America. Podcast hosts Tom Cock and Don McDonald, two of the country’s top financial broadcasters and educators, talk to listeners about how to stop playing with their hard-earnedApella Capital Expands West Coast Presence with Addition of NR Smith and Associates
GLASTONBURY, Conn.--(BUSINESS WIRE)--Apella Capital, LLC, (Apella) a financial advisory and wealth management firm serving individuals, families, and businesses, today announced NR Smith and Associates, a registered investment advisor (RIA) firm headquartered in Olympia, Washington, has joined the firm. NR Smith brings over $82 million in assets under management (AUM) to Apella Capital. This is the second acquisition for Apella in 2022 and the first jointly with Wealth Partners Capital Group. N
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Apella Capital, LLC is a national RIA built around a select community of likeminded advisors who believe in evidence-based investing and planning. Headquartered in Glastonbury, CT, Apella offers its wide range of financial advisory services across a number of financial advisory offices, spanning both coasts and serving thousands of individual and i... Read More
