What departments does Apella - Bellevue have?

Apella - Bellevue has employees across 1 departments including Finance.

What is the largest department at Apella - Bellevue?

The largest department at Apella - Bellevue is Finance with 1 employees.

Where are Apella - Bellevue employees located globally?

Apella - Bellevue has employees across 1 continents and 1 countries including United States Of America.

How has Apella - Bellevue's team size changed over time?

Apella - Bellevue's team has decreased from approximately 5 to 3 employees based on available data.

Apella - Bellevue Employee Directory

Financial ServicesWashington, United States2-10 Employees

Apella - Bellevue is a small, employee-owned financial advisory firm in the financial services industry, based in Bellevue, Washington. Operating as Apella Capital, LLC, DBA Apella Wealth, it is registered with the Securities and Exchange Commission as an investment adviser and conducts business only in states where it is properly registered or exempt from registration. The firm emphasizes independent, evidence-based thinking, building portfolios and financial plans from academic research and decades of data rather than speculation.

The client base comprises individuals seeking structured, research-informed planning and investment management to address their personal financial objectives. Its approach relies on evidence-based methods informed by studies and historical data to guide decisions rather than speculative approaches. In June 2026, the firm announced the appointment of James J. Scanlan as Chief Executive Officer, a leadership change reflecting organizational growth.

Apella - Bellevue Global Highlights

North America
5

United States Of America
5

Apella - Bellevue's Leadership

B. D.
Manager Of Advisor Services
Mobile Phone
Email
B. H.
Financial Adviser
Mobile Phone
Email

Apella - Bellevue Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Accounting
Administrative
Other
Analytics

Contact profiles from Apella - Bellevue

Name

Title

Contact Info

Location

Last Update

B. D.
Manager Of Advisor Services
Mobile Phone
Email
United StatesTexas
Jul 31, 2025
B. H.
Financial Adviser
Mobile Phone
Email
United StatesIdaho
Jul 16, 2025

Frequently Asked Questions

What is Apella - Bellevue known for?

Apella - Bellevue was founded in 2014 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-800-386-****

. Explore Apella - Bellevue's company overview page for more information.

What is Apella - Bellevue's most common email format?

Apella - Bellevue employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Apella - Bellevue email formats with LeadIQ.

How many employees does Apella - Bellevue have currently?

Apella - Bellevue has approximately 2 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Apella - Bellevue's key employees and leadership?

As of July 2026, Apella - Bellevue's key employees include:

Manager Of Advisor Services: B. D.
Financial Adviser: B. H.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Apella - Bellevue Employee Directory

Find Apella - Bellevue employees' phone numbers or email addresses

Name search is limited — try advanced search instead