Apella Wealth
Apella Wealth (CRD# 171106) is a financial advisory firm headquartered in Glastonbury, CT. They manage $2,478,162,661 in 7,259 accounts and serve the financial needs of clients across 33 states (or territories).
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Total Assets Under Management2,478MILLION
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Total Number of Accounts7,259ACCOUNTS
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Average Account Value$341,392
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
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
Diana Bacon (CRD# 3082742) is an Investment Advisor Representative working at Apella Wealth in Dallas, TX and has over 24 years of experience in the finance industry.
Joyce Bloomquist (CRD# 4923711) is an Investment Advisor Representative working at Apella Wealth in Glastonbury, CT and has over 20 years of experience in the finance industry.
Phillip Calandra (CRD# 5418864) is an Investment Advisor Representative working at Apella Wealth in Glastonbury, CT and has over 16 years of experience in the finance industry.
Maria Castillo Dominguez (CRD# 6162011) is an Investment Advisor Representative working at Apella Wealth in Miami, FL and has over 9 years of experience in the finance industry.
Gina Chironis (CRD# 1182589) is an Investment Advisor Representative working at Apella Wealth in Irvine, CA and has over 15 years of experience in the finance industry.
Taylor Cock (CRD# 6682425) is an Investment Advisor Representative working at Apella Wealth in Glastonbury, CT and has over 6 years of experience in the finance industry.
Thomas Cock (CRD# 4345448) is an Investment Advisor Representative working at Apella Wealth in Glastonbury, CT and has over 18 years of experience in the finance industry.
Taylor Drake (CRD# 2958978) is an Investment Advisor Representative working at Apella Wealth in Lake Oswego, OR and has over 26 years of experience in the finance industry.
Mitchell Ewart (CRD# 5450366) is an Investment Advisor Representative working at Apella Wealth in Glastonbury, CT and has over 16 years of experience in the finance industry.
James Femia (CRD# 2243133) is an Investment Advisor Representative working at Apella Wealth in Glastonbury, CT and has over 31 years of experience in the finance industry.