Tyler Ondatje, financial advisor Irvine CA

Tyler Ondatje

CRD Number: 6342738
Current Firm: Apella Wealth

Tyler Ondatje (CRD# 6342738) is an Investment Advisor Representative working at Apella Wealth in Irvine, CA and has over 9 years of experience in the finance industry. Tyler Ondatje has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Apella Wealth Irvine, CA Feb 2023 - Current 1
Clarity Wealth Management, Inc. Irvine, CA May 2019 - Apr 2023 3
Anchor Capital Management Group Inc. Aliso Viejo, CA Sep 2017 - May 2019 1
Seaside Wealth Management, Inc. Carlsbad, CA Dec 2016 - Aug 2017 < 1
Jp Morgan Securities LLC Carlsbad, CA Apr 2016 - Dec 2016 < 1
Wilson Financial Advisors Garden Grove, CA Sep 2014 - Apr 2016 1
Merrill Lynch Brea, CA May 2014 - Sep 2014 < 1
California State University Fullerton, CA Aug 2012 - Aug 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2014
S66 NASAA Uniform Combined State Law Examination Apr 2016
Contact Info for Tyler M. Ondatje
By the Numbers
  • Total Assets Under Management
    2,478
    MILLIONS
  • Total Number of Accounts
    7,259
    ACCOUNTS
  • Average Account Value
    $341,392
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

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