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.linkedin.com/company/apella-atlanta-georgia/
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 31 - 35 of 35 top financial advisors.
31
Samantha Heflin, financial advisor Huntington Beach CA
Samantha L. Heflin
CRD#: 7787291
5011 Argosy Avenue, Suite 7, Huntington Beach, CA 92649

Samantha Heflin (CRD# 7787291) is an Investment Advisor Representative working at Apella Wealth in Huntington Beach, CA and has 1 year of experience in the finance industry.

32
Shawn Hoyt, financial advisor West Hartford CT
Shawn D. Hoyt
CRD#: 7248165
65 Memorial Drive, Suite C340, West Hartford, CT 06033

Shawn Hoyt (CRD# 7248165) is an Investment Advisor Representative working at Apella Wealth in West Hartford, CT and has over 3 years of experience in the finance industry.

33
Shawn O'sullivan, financial advisor West Hartford CT
Shawn P. O'sullivan
CRD#: 6867363
65 Memorial Drive, Suite C340, West Hartford, CT 06033

Shawn O'sullivan (CRD# 6867363) is an Investment Advisor Representative working at Apella Wealth in West Hartford, CT and has over 2 years of experience in the finance industry.

34
Robert Price, financial advisor Huntington Beach CA
Robert E. Price
CRD#: 7646449
5011 Argosy Avenue, Suite 7, Huntington Beach, CA 92649

Robert Price (CRD# 7646449) is an Investment Advisor Representative working at Apella Wealth in Huntington Beach, CA and has 1 year of experience in the finance industry.

35
Logan Wetzel, financial advisor Bellevue WA
Logan J. Wetzel
CRD#: 7288604
2821 Northup Way, Suite 150, Bellevue, WA 98004

Logan Wetzel (CRD# 7288604) is an Investment Advisor Representative working at Apella Wealth in Bellevue, WA and has over 3 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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