Apella Wealth

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Apella Wealth — overview

About

Apella Wealth is a US-based wealth manager and registered investment adviser. The firm provides investment advisory services to clients on both a discretionary and non-discretionary basis. Its services include financial planning, investment management, retirement planning, estate planning, and portfolio management. Apella Wealth offers advisory services to individuals, high-net-worth individuals, families, estates, trusts, foundations, endowments, charitable foundations, retirement plans, corporations, and other business entities. In 2024, Apella Wealth acquired Barker Financial Group. In Q2 2026, Apella Wealth acquired Financial Connections Group, a Larkspur, California-based wealth manager and registered investment advisor.

Apella Wealth - known decision makers (62)

Position	Location	Asset Class
Financial Advisor	West Hartford, US	GEN
Associate Advisor	West Hartford, US	GEN
Associate Advisor	Johnston, US	GEN
Associate Advisor	Johnston, US	GEN
Senior Financial Advisor	West Hartford, US	GEN

Showing 5 of 62 known decision makers Apella Wealth

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