Apella Wealth

Firm record

As recorded in SEC IAPD

Firm CRD

171106

SEC number

801-79650

Firm type

RIA

Assets under management

$11.1B as of Jun 26, 2026

Website

twitter.com/talkrealmoney ↗

Phone

860.785.2260

Address

65 Memorial Drive, West Hartford, CT, 06107

Advisors at this firm

77 in our index · page 1 of 2

• Samuel Mark AthertonCRD 4706300 · Reston, VA
  IA Registered
• Ayden Justin Al-ShimaryCRD 7861401 · Bellevue, WA
  IA Registered
• Richard Alan BackerCRD 5137335 · Atlantic Beach, NY
  IA Registered
• Diana Lynn BaconCRD 3082742 · Dallas, TX
  IA Registered
• James Theodore BarkerCRD 1622909 · Topsfield, MA
  IA Registered
• Daniel Joseph BenderCRD 4583683 · Fredericksburg, VA
  IA Registered
• Shelly Haas BradenCRD 6397233 · Williamsburg, VA
  IA RegisteredRegistration inactive
• David Eugene BushCRD 4475778 · Williamsburg, VA
  IA Registered
• Roxana Maria ButnarCRD 7449516 · Bellevue, WA
  IA Registered
• Daniel Lee BeyerCRD 6951300 · Johnston, IA
  IA Registered
• Mark Alan BroderickCRD 7265945 · Johnston, IA
  IA Registered
• Julie Rebecca BrohardCRD 7531454 · Reston, VA
  IA Registered
• Phillip Arnold CalandraCRD 5418864 · Atlanta, GA
  IA Registered
• Laura CarlsonCRD 7526691 · Olympia, WA
  IA Registered
• Gina R. ChironisCRD 1182589 · Irvine, CA
  IA Registered
• Thomas Charles CockCRD 4345448 · Bellevue, WA
  IA Registered
• Jennifer Isobel Coffey SmithCRD 4708205 · Larkspur, CA
  IA Registered
  Disclosure event(s) on record
• Alexander Ross CrawfordCRD 6392387 · Williamsburg, VA
  IA Registered
• Andrew David ChaffeeCRD 7556297 · Reston, VA
  IA Registered
• Taylor Corbin CockCRD 6682425 · Bellevue, WA
  IA Registered
• Kramer James CroisantCRD 7945174 · Lake Oswego, OR
  IA Registered
• Taylor Evan DrakeCRD 2958978 · Lake Oswego, OR
  IA Registered
• Kathleen Elizabeth DuffyCRD 3023588 · Mclean, VA
  IA Registered
• Tamara Lynn DurbinCRD 3193491 · Huntington Beach, CA
  IA RegisteredRegistration inactive
• Matthew John DibattistaCRD 7880499 · Lenox, MA
  IA Registered
• Mitchell Jon EwartCRD 5450366 · Bellevue, WA
  IA RegisteredRegistration inactive
• James R FemiaCRD 2243133 · Marblehead, MA
  IA Registered
• Michael Vincent FemiaCRD 7989816 · Marblehead, MA
  IA Registered
• Joseph M FerreiraCRD 7396713 · West Hartford, CT
  IA Registered
• Jason Kirk GentileCRD 4588461 · Southold, NY
  IA Registered
• Matthew Edward GallagherCRD 6779130 · West Hartford, CT
  IA RegisteredRegistration inactive
• Seth Lawrence HoffmanCRD 4644285 · Lenox, MA
  IA Registered
• Jill Doryce HollanderCRD 2379715 · Larkspur, CA
  IA Registered
• Douglas Steven HuddlestonCRD 5725521 · Topsfield, MA
  IA Registered
  Disclosure event(s) on record
• Greg Joseph HayesCRD 6588892 · Johnston, IA
  IA Registered
• Shawn David HoytCRD 7248165 · Bellevue, WA
  IA Registered
• Audrey JohnsonCRD 7065736 · Huntington Beach, CA
  IA Registered
• Kurtis Lee JohnsonCRD 4994444 · Harrisonburg, VA
  IA RegisteredRegistration inactive
• Derek Charles JobeCRD 6660188 · Bellevue, WA
  IA RegisteredRegistration inactive
• Flavia Paula KirzCRD 4050088 · Larkspur, CA
  IA Registered
• Robert Lewis KlingensmithCRD 4228962 · Santa Monica, CA
  IA Registered
• Aaron Christopher LelandCRD 5085125 · Bellevue, WA
  IA RegisteredRegistration inactive
• Peter Arthur LepponesCRD 2302042 · West Hartford, CT
  IA Registered
• Nicholas Louis LevinsonCRD 3022189 · Oakland, CA
  IA Registered
• Nathan LevinsonCRD 7804648 · Santa Clara, CA
  IA Registered
• Michael D MaglieriCRD 7204737 · Fairfax, VA
  IA Registered
• Dennis Lee MarkwayCRD 4373615 · Johnston, IA
  IA Registered
• Paul Leonard MarrellaCRD 1925779 · Wyomissing, PA
  IA RegisteredRegistration inactive
• Samuel Allen MarrellaCRD 1397028 · Wyomissing, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Samuel Allen MarrellaCRD 6095575 · Wyomissing, PA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.