Apella Wealth Email Format

Financial ServicesConnecticut, United States51-200 Employees

Apella Wealth is a mid-sized, employee-owned financial advisory firm based in Hartford, Connecticut, offering planning and investment solutions. The firm emphasizes independent, evidence-based analysis, drawing on academic research and decades of data to shape portfolios and financial plans rather than relying on speculation. It positions itself as a wealth-management provider for individuals, families, and businesses, with the aim of helping clients pursue their most important goals.

Apella Wealth operates as an investment adviser registered with the U.S. Securities and Exchange Commission, placing it within the regulated landscape of the financial services industry. Recent developments indicate growth and expansion, including a 2026 partnership that broadens its West Coast presence and lifts assets under management to about $10.5 billion.

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