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APELLA WEALTH
WEST HARTFORD, CT
860.785.2260
SEC #801-79650Total AUM
$9.8B
Employees
164Clients
8,000Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
65 MEMORIAL DRIVE
SUITE C340
WEST HARTFORD
CT 06107
United States
SUITE C340
WEST HARTFORD
CT 06107
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
860.785.2260
Other Offices
36
Financials
Total AUM
$9.8B
Accounts
22,369Discretionary
$7.5B
Accounts
15,257Non-Discretionary
$2.2B
Accounts
7,112
Clients
Individual Clients
4,403AUM
$1B
HNW Individual Clients
3,280AUM
$8.2B
Pension/Profit Sharing Plan Clients
113AUM
$348.4M
Charitable Organization Clients
119AUM
$44.8M
Corporation or Business Clients
85AUM
$186M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FEE FOR FINANCIAL PLANNING SERVICES.
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.