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Building 2APELLA WEALTH

Map pinWEST HARTFORD, CT
Phone860.785.2260
NotebookSEC #801-79650
Total AUM
$9.8B
Employees
164
Clients
8,000

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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