Apella Wealth
Finance · Connecticut, United States · 51-200 Employees
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Overview
Headquarters
65 Memorial Rd Ste C340, West Hartford, ...Phone Number
(860) 785-2260Website
www.apellawealth.comRevenue
$86.6 MillionIndustry
ZI Rank: 3
Signal Type
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ZI Rank
3
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About Apella Wealth
Apella Wealth is a financial advisory and wealth management firm that operates as a registered investment adviser, delivering comprehensive financial planning and investment management services to individuals, families, businesses, and institutional clients. The firm is structured around a client-centric philosophy that emphasizes long-term relationships, fiduciary responsibility, and evidence-based decision-making. Its approach is rooted in aligning financial strategies with the personal goals, values, and evolving life circumstances of its clients, thereby providing holistic guidance rather than transactional financial services. The organization focuses on delivering integrated wealth management solutions that encompass investment planning, retirement strategies, tax optimization, estate planning, and risk management. Its advisory model is designed to provide a cohesive framework through which clients can navigate complex financial decisions with clarity and confidence. By combiningRead more
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Apella Wealth Tech Stack
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Hiring Plans
Apella Wealth is hiring in Operations for the first time in 12 months.
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Hiring Plans
Apella Wealth has more open roles in Finance than it has had at any time in the past 12 months.
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Apella Wealth News & Media
Apella Wealth Expands West Coast Presence with Addition of Young Wealth Management
WEST HARTFORD, Conn.--(BUSINESS WIRE)--Apella Wealth (“Apella”), a financial advisory and wealth management firm serving individuals, families, and businesses, announced today that Young Wealth Management, a registered investment adviser (“RIA”), has joined the firm. This marks Apella’s fourth acquisition this year and expands the firm’s presence in Davis, CA, adding to its regional financial planning and investment management capabilities. Led by Founder and Principal Kevin M. Young, MBA, EA,Apella Wealth Expands East Coast Presence with Addition of Barker Financial Group, Inc.
WEST HARTFORD, Conn.--(BUSINESS WIRE)--Apella Wealth (“Apella”), a financial advisory and wealth management firm serving individuals, families, and businesses, announced today that Barker Financial Group, Inc. (“Barker Financial”), a registered investment advisor (“RIA”), has joined the firm. This acquisition establishes Apella’s presence in Topsfield, MA, and adds to its regional financial planning and investment management capabilities. Founded in 1997 and led by James “Jim” Barker, Barker FiApella Wealth Expands East Coast Presence with Addition of ClearLogic Financial, Inc.
WEST HARTFORD, Conn.--(BUSINESS WIRE)--Apella Capital, LLC, DBA Apella Wealth (“Apella”), a financial advisory and wealth management firm serving individuals, families, and businesses, announced today that ClearLogic Financial, Inc. (“ClearLogic”), a registered investment advisor (“RIA”), has joined the firm. This acquisition establishes Apella’s presence in Reston, VA, and adds to its regional financial planning and investment management capabilities. ClearLogic is led by Mark Atherton, Presid
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Apella Wealth is a financial advisory and wealth management firm that operates as a registered investment adviser, delivering comprehensive financial planning and investment management services to individuals, families, businesses, and institutional clients. The firm is structured around a client-centric philosophy that emphasizes long-term relatio... Read More
