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 2 of 2

• Michael Loren MarvinCRD 4667334 · Annapolis, MD
  IA Registered
• Justin James MorrowCRD 5766590 · Bellevue, WA
  IA RegisteredRegistration inactive
• Stacie Renae NemetzCRD 4796055 · Tacoma, WA
  IA RegisteredRegistration inactive
• Samantha NgooiCRD 7617563 · Chicago, IL
  IA Registered
• Shawn Patrick O'sullivanCRD 6867363 · West Hartford, CT
  IA Registered
• Kirk Shotaro OkumuraCRD 3017402 · Berwyn, PA
  IA Registered
• Tyler Mitchell OndatjeCRD 6342738 · Irvine, CA
  IA RegisteredRegistration inactive
• Kathleen Sidley ParksCRD 2727455 · Knoxville, TN
  IA Registered
• Addison Maximilian Prescott PockCRD 5949805 · Fredericksburg, VA
  IA Registered
• Brian PonCRD 5088203 · Larkspur, CA
  IA Registered
  Disclosure event(s) on record
• Mark Louis PrendergastCRD 4422865 · Huntington Beach, CA
  IA Registered
• Eric RabbanianCRD 4444770 · Austin, TX
  IA Registered
• Belinda Louise RambergCRD 3171421 · Reston, VA
  IA Registered
• Ross William RichardsonCRD 1834019 · Tomball, TX
  IA Registered
• Edward Stuart RichterCRD 4517676 · Lenox, MA
  IA Registered
• Harvey SiegelCRD 1072771 · Lenox, MA
  IA Registered
• Shawn SteelCRD 6161447 · Reston, VA
  IA Registered
• William Zerns SupleeCRD 4744206 · Berwyn, PA
  IA Registered
• Patrick Adam SweenyCRD 1490512 · West Hartford, CT
  IA Registered
• Thomas Glen SpavoneCRD 8025461 · Warrenton, VA
  IA Registered
• Daneen Marie WeaverCRD 1711402 · Wyomissing, PA
  IA RegisteredRegistration inactive
• Logan James WetzelCRD 7288604 · Bellevue, WA
  IA RegisteredRegistration inactive
• Kimberly Marie WohlerCRD 8053996 · Larkspur, CA
  IA Registered
• Jean Tak YamamotoCRD 4852355 · Davis, CA
  IA Registered
• Daniel H YooCRD 5694949 · Fairfax, VA
  IA RegisteredRegistration inactive
• Kevin M YoungCRD 5439853 · Davis, CA
  IA Registered
• Evelyn Marie ZohlenCRD 3059782 · Huntington Beach, CA
  IA Registered

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.