Apella Wealth

Insider

Apella Wealth Expands West Coast Presence with Addition of Young Wealth Management

Wealth management firm from Davis, CA brings $144 million in AUM
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Apella Wealth Expands East Coast Presence with Addition of Barker Financial Group, Inc.

Wealth management firm from Topsfield, MA brings $218 million in AUM
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Apella Wealth Expands Gulf Coast Presence with Addition of Pembroke Advisors, Inc.

WEST HARTFORD, Conn. — October 1, 2024 — Apella Capital, LLC, DBA Apella Wealth (“Apella, Apella...
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Financial Awareness

Financial Matters: Payment Options for College

Students who will begin college in the fall semester should receive their tuition bill a few months...
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