What departments does Apella Wealth have?

Apella Wealth has employees across 5 departments including Entrepreneurship, Information Technology, Finance, Consultant, Banking.

What is the largest department at Apella Wealth?

The largest department at Apella Wealth is Banking with 4 employees.

Where are Apella Wealth employees located globally?

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

How has Apella Wealth's team size changed over time?

Apella Wealth's team has grown from approximately 98 to 114 employees based on available data.

Apella Wealth Employee Directory

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.

Apella Wealth Global Highlights

North America
153

United States Of America
153

Apella Wealth's Leadership

T. M.
Chief Executive Officer
Mobile Phone
Email
M. C.
Agency Owner
Mobile Phone
Email
R. K.
Managing Director
Mobile Phone
Email
R. S.
Director
Mobile Phone
Email
J. J.
Lead System Administrator
Mobile Phone
Email
M. G.
Manager Of Financial Planning
Mobile Phone
Email
D. Y.
Senior Wealth Advisor
Mobile Phone
Email
M. B.
Associate Advisor, Wealth Management
Mobile Phone
Email

Apella Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Accounting
Business
Information Technology
Other

Contact profiles from Apella Wealth

Name

Title

Contact

Location

Last Update

M. C.
Agency Owner
Mobile Phone
Email
Oct 21, 2024
T. M.
Chief Executive Officer
Mobile Phone
Email
Oct 18, 2024
R. K.
Managing Director
Mobile Phone
Email
Apr 13, 2026
R. S.
Director
Mobile Phone
Email
Oct 18, 2024
J. J.
Lead System Administrator
Mobile Phone
Email
Jun 29, 2026
M. G.
Manager Of Financial Planning
Mobile Phone
Email
Oct 22, 2024
D. Y.
Senior Wealth Advisor
Mobile Phone
Email
Apr 16, 2026
M. B.
Associate Advisor, Wealth Management
Mobile Phone
Email
Aug 02, 2026
K. B.
Client Relationship Specialist
Mobile Phone
Email
Jun 28, 2026
A. H. C.
Financial Advisor
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Apella Wealth known for?

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

+1-860-682-****

. Explore Apella Wealth's company overview page for more information.

What is Apella Wealth's most common email format?

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

How many employees does Apella Wealth have currently?

Apella Wealth has approximately 158 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Apella Wealth's key employees and leadership?

As of August 2026, Apella Wealth's key employees include:

Chief Executive Officer: T. M.
Agency Owner: M. C.
Managing Director: R. K.
Director: R. S.
Lead System Administrator: J. J.

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Apella Wealth Employee Directory

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