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

Wealth management firm from Davis, CA brings $144 million in AUM

Apella Wealth Expands East Coast Presence with Addition of Barker Financial Group, Inc.

Wealth management firm from Topsfield, MA brings $218 million in AUM

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...

Apella Inaugural Blog (Reboot)

October 9, 2020 As we launch this new blog and updated website for Apella Capital, I wanted to...