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).

By the Numbers
  • Total Assets Under Management
    2,478
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Apella Wealth
Showing 1 - 10 of 35 top financial advisors.
1
Diana L. Bacon
CRD#: 3082742
1808 S Good Latimer Expy, Dallas, TX 75226

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.

2
Joyce V. Bloomquist
CRD#: 4923711
151 National Drive, Glastonbury, CT 06033

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.

3
Phillip A. Calandra
CRD#: 5418864
151 National Drive, Glastonbury, CT 06033

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.

4
Maria D. Castillo Dominguez
CRD#: 6162011
Miami, FL

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.

5
Gina R. Chironis
CRD#: 1182589
9110 Irvine Center Drive, Irvine, CA 92618

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.

6
Taylor C. Cock
CRD#: 6682425
151 National Drive, Glastonbury, CT 06033

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.

7
Thomas C. Cock
CRD#: 4345448
151 National Drive, Glastonbury, CT 06033

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.

8
Taylor E. Drake
CRD#: 2958978
4900 Meadows Road, Suite 130, Lake Oswego, OR 97035

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.

9
Mitchell J. Ewart
CRD#: 5450366
151 National Drive, Glastonbury, CT 06033

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.

10
James R. Femia
CRD#: 2243133
151 National Drive, Glastonbury, CT 06033

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.

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