Apella Wealth
West Hartford, CT·SEC-registered · CRD #171106
Apella Wealth is an SEC-registered investment advisory firm in West Hartford, CT managing $11B across 31k client accounts, with 88 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$11B
Client accounts
31k
Advisory staff
88
Fee model
Fee-only
How Apella Wealth is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Apella Wealth
How much does Apella Wealth manage?
Per its most recent SEC Form ADV filing (06/26/2026), Apella Wealth reports $11B in regulatory assets under management across roughly 31k client accounts.
How does Apella Wealth charge?
Apella Wealth is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Apella Wealth a fiduciary?
Yes. Apella Wealth is registered with the U.S. Securities and Exchange Commission (CRD #171106), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Apella Wealth taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Apella Wealth and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in West Hartford, CT
Profile compiled from Apella Wealth's public SEC Form ADV filing (CRD #171106, filed 06/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Apella Wealth. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Apella Wealth? Claim this profile.