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
- HNWI83.69%
- Individuals10.39%
- Pension & Profit Sharing Plans3.56%
- Corporations / Businesses1.9%
- Charitable Organizations0.46%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Apella Wealth is an independent registered investment adviser organized as an LLC and SEC-registered since 2014. The firm serves both individual and family clients as well as institutional investors, providing financial planning and portfolio management for individuals and small businesses. Its fees are charged partly as a percentage of assets under management and through other arrangements. Apella identifies as an active ESG investor and does not position itself as a direct capital allocator; instead it allocates to third-party managers across a range of public and alternative strategies. The firm has been recognized in industry lists, including FA Magazine’s Top RIA Firms (2020) and Citywire’s 50 Growers Across America (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 89HARVEY 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 417Active vs passive
$6.4B in ETFs
48%
$3.1B
49%
$3.3B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $662M | 15,724,523 | 10.37% |
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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