Apella - Bellevue Email Format

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.

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