APELLA CAPITAL, LLC

APELLA WEALTH
WEST HARTFORD, Connecticut·20 registered advisors·CRD# 171106
SEC# 801-7965016860.785.2260
01

Firm Overview

AUM
$3.3B
Regulatory assets under management
Employees
77
Total firm employees
Advisors
20
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Other: FEE FOR FINANCIAL PLANNING SERVICES. FEES FOR TECHNOLOGY.
03

Specialties

Financial PlanningInvestment Management
04

Advisors at APELLA CAPITAL, LLC

20 registered advisors
Ann Jennie Terranova
GLASTONBURY, Connecticut
David Edward Connelly
WEST HARTFORD, Connecticut
Diana Lynn Bacon
WEST HARTFORD, Connecticut
Donald Anderson Mcdonald
WEST HARTFORD, Connecticut
Edward Stuart Richter
WEST HARTFORD, Connecticut
Evelyn Marie Zohlen
WEST HARTFORD, Connecticut
Harvey Siegel
WEST HARTFORD, Connecticut
James John Scanlan
WEST HARTFORD, Connecticut
John Aloyisus Mooney
GLASTONBURY, Connecticut
Joshua Adam Pace
GLASTONBURY, Connecticut
Laura Carlson
WEST HARTFORD, Connecticut
Mitchell Jon Ewart
WEST HARTFORD, Connecticut
Patrick Adam Sweeny
WEST HARTFORD, Connecticut
Phillip Arnold Calandra
WEST HARTFORD, Connecticut
Robert Martin
GLASTONBURY, Connecticut
Samuel Mark Atherton
WEST HARTFORD, Connecticut
Stacie Renae Nemetz
WEST HARTFORD, Connecticut
Taylor Evan Drake
WEST HARTFORD, Connecticut
Thomas Charles Cock
WEST HARTFORD, Connecticut
Timothy Edward Richards
WEST HARTFORD, Connecticut
05

Office Locations

WEST HARTFORD, Connecticut
16 advisors
GLASTONBURY, Connecticut
4 advisors

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Data sourced from SEC Form ADV filings. APELLA CAPITAL, LLC (CRD# 171106) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.