Apella Wealth

Apella Wealth (CRD# 171106) is a financial advisory firm headquartered in West Hartford, CT. They manage $3,349,019,931 in 8,605 accounts and serve the financial needs of clients across 34 states (or territories).

Current Firm Details
65 Memorial Drive, Suite C340, West Hartford, CT 06033
https://www.facebook.com/apelladallas
By the Numbers
  • Total Assets Under Management
    3,349
    MILLION
  • Total Number of Accounts
    8,605
    ACCOUNTS
  • Average Account Value
    $389,195
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.

AL, 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 11 - 20 of 35 top financial advisors.
11
Derek Jobe, financial advisor West Hartford CT
Derek C. Jobe
CRD#: 6660188
65 Memorial Drive, Suite C340, West Hartford, CT 06033

Derek Jobe (CRD# 6660188) is an Investment Advisor Representative working at Apella Wealth in West Hartford, CT and has over 7 years of experience in the finance industry.

12
Peter Leppones, financial advisor West Hartford CT
Peter A. Leppones
CRD#: 2302042
65 Memorial Drive, Suite C340, West Hartford, CT 06033

Peter Leppones (CRD# 2302042) is an Investment Advisor Representative working at Apella Wealth in West Hartford, CT and has over 27 years of experience in the finance industry.

13
Justin Morrow, financial advisor West Hartford CT
Justin J. Morrow
CRD#: 5766590
65 Memorial Drive, Suite C340, West Hartford, CT 06033

Justin Morrow (CRD# 5766590) is an Investment Advisor Representative working at Apella Wealth in West Hartford, CT and has over 13 years of experience in the finance industry.

14
Stacie Nemetz, financial advisor Olympia WA
Stacie R. Nemetz
CRD#: 4796055
2120 Caton Way, Sw, Olympia, WA 98502

Stacie Nemetz (CRD# 4796055) is an Investment Advisor Representative working at Apella Wealth in Olympia, WA and has over 10 years of experience in the finance industry.

15
Tyler Ondatje, financial advisor Irvine CA
Tyler M. Ondatje
CRD#: 6342738
9110 Irvine Center Drive, Irvine, CA 92618

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.

16
Kathleen Parks, financial advisor West Hartford CT
Kathleen S. Parks
CRD#: 2727455
65 Memorial Drive, Suite C340, West Hartford, CT 06033

Kathleen Parks (CRD# 2727455) is an Investment Advisor Representative working at Apella Wealth in West Hartford, CT and has over 27 years of experience in the finance industry.

17
Mark Prendergast, financial advisor West Hartford CT
Mark L. Prendergast
CRD#: 4422865
65 Memorial Drive, Suite C340, West Hartford, CT 06033

Mark Prendergast (CRD# 4422865) is an Investment Advisor Representative working at Apella Wealth in West Hartford, CT and has 1 year of experience in the finance industry.

18
Edward Richter, financial advisor Lenox MA
Edward S. Richter
CRD#: 4517676
5 Walker Street, Lenox, MA 01240

Edward Richter (CRD# 4517676) is an Investment Advisor Representative working at Apella Wealth in Lenox, MA and has over 24 years of experience in the finance industry.

19
James Scanlan, financial advisor West Hartford CT
James P. Scanlan
CRD#: 1134158
65 Memorial Drive, Suite C340, West Hartford, CT 06033

James Scanlan (CRD# 1134158) is an Investment Advisor Representative working at Apella Wealth in West Hartford, CT and has over 40 years of experience in the finance industry.

20
Harvey Siegel, financial advisor Lenox MA
Harvey Siegel
CRD#: 1072771
5 Walker Street, Lenox, MA 01240

Harvey Siegel (CRD# 1072771) is an Investment Advisor Representative working at Apella Wealth in Lenox, MA and has over 36 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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