Apella Wealth

Apella Wealth is a national, employee-owned Registered Investment Advisory firm based in West Hartford, Connecticut. Founded in 2014, it manages over $6 billion in assets and operates 21 offices across the United States, serving a diverse clientele that includes individual investors, families, businesses, and institutions.

The firm offers a wide range of wealth management and financial advisory services. These include personalized financial planning for individuals and families, business services such as cash management and retirement plan design, and institutional services for pension funds and non-profits. Apella Wealth emphasizes evidence-based investing, ensuring that its strategies are data-driven and aligned with clients' long-term goals. The firm is committed to building lifelong relationships with clients, guided by its principle of "Advice for Life."