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Apella Wealth Expands Northeast Presence with Blue Spark Capital Advisors
WEST HARTFORD, Conn. – October 13, 2026 – Apella Wealth (“Apella”), a financial advisory and wealth...Financial Connections Group Joins Apella Wealth, Expanding Its West Coast Presence and Bringing AUM to Approximately $10.5 Billion
WEST HARTFORD, CT – April 1, 2026 – Apella Wealth (“Apella”), a financial advisory and wealth...Apella Wealth Welcomes PBMares Wealth Management Division
WEST HARTFORD, CT – January 6, 2026 – Apella Wealth (“Apella”), a financial advisory and wealth...Apella Wealth Welcomes Park Piedmont Wealth Advisors
WEST HARTFORD, CT — August 29, 2025 — Apella Wealth (“Apella”), a financial advisory and wealth...Apella Wealth Welcomes Independence Wealth Advisors
WEST HARTFORD, CT — June 30, 2025 — Apella Wealth (“Apella”), a financial advisory and wealth...Apella Wealth Expands National Presence with Addition of Iron Horse Wealth Management, Adding $574 Million in AUM
WEST HARTFORD, CT — June 20, 2025 — Apella Wealth (“Apella”), a financial advisory and wealth...Apella Wealth Expands East Coast Presence with Addition of Marrella Private Wealth, Adding $518 Million in AUM
WEST HARTFORD, CT — March 7, 2025 — Apella Wealth (“Apella”), a financial advisory and wealth...Apella Wealth Expands West Coast Presence with Addition of Young Wealth Management
Wealth management firm from Davis, CA brings $144 million in AUMApella Wealth Expands East Coast Presence with Addition of Barker Financial Group, Inc.
Wealth management firm from Topsfield, MA brings $218 million in AUM