WEST HARTFORD, CTCRD 171106Latest ADV June 26, 2026
Apella Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Hartford, CT. Its latest Form ADV filing, dated March 30, 2026, reports $9.8B in regulatory assets under management, 164 employees, 36 offices, and 22,369 accounts.
Assets Under Management
$11.1B
Employees
179
Offices
37 offices
Total Clients
8,503
Primary office
WEST HARTFORD, CT
65 MEMORIAL DRIVE, SUITE C340, WEST HARTFORD, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.5% of total clients.
Top client categories% of clientsClients
1
Individuals
53.5%
4,548
2
HNWI
42.2%
3,591
3
Pension Plans
1.7%
145
4
Charitable
1.5%
129
5
Corporations
1.1%
90
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$11.1Bas of June 26, 2026
Discretionary79.3%
$8.8B
79% of total RAUM79.3%
Non-discretionary20.7%
$2.3B
21% of total RAUM20.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$11.1B
Total Accounts24,058
10Y AUM Change+$10.6B (+2473.3%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees179
Clients per Employee48:1
10Y Employee Change+165 (+1178.6%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.