Company profile
Apella Wealth
Advice for Life
- Industry
- Financial Services
- Employees
- 154
- Headquarters
- West Hartford, CT
- Founded
- 2014
- LinkedIn followers
- 5,278
- Office locations
- 1
Apella Wealth company summary
Apella Wealth is a company in the Financial Services industry, headquartered in West Hartford, CT, founded in 2014. On LinkedIn the company has around 154 employees and 5,278 followers. Its listed specialties include Wealth Management, Financial Planning, Investment Advisory.
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About Apella Wealth
At Apella, our focus is You. We're an employee-owned firm of financial advisors who deliver innovative planning and investment solutions built on independent, evidence-based thinking. Instead of speculation and guesswork, we use insights drawn from academic research and decades of data to build portfolios and plans that put science on your side. We are passionate about working with our clients and helping them achieve their most important goals. Apella Capital, LLC, DBA Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Apella Wealth provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment advice. Apella Wealth does not approve or endorse any third-party communications posted on this site and will not be liable for any such posts.
Specialties
Where is Apella Wealth located?
Apella Wealth lists 1 location.
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| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
Apella Wealth apellawealth.com | Financial Services | 154 | 2014 | West Hartford, CT |
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Frequently asked questions about Apella Wealth
What does Apella Wealth do?
At Apella, our focus is You. We're an employee-owned firm of financial advisors who deliver innovative planning and investment solutions built on independent, evidence-based thinking. Instead of speculation and guesswork, we use insights drawn from academic research and decades of data to build portfolios and plans that put science on your side. We are passionate about working with our clients and helping them achieve their most important goals. Apella Capital, LLC, DBA Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Apella Wealth provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment advice. Apella Wealth does not approve or endorse any third-party communications posted on this site and will not be liable for any such posts.
How many employees does Apella Wealth have?
Apella Wealth has around 154 employees on LinkedIn.
Where is Apella Wealth headquartered?
Apella Wealth is headquartered in West Hartford, CT.
When was Apella Wealth founded?
Apella Wealth was founded in 2014.
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