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Apella Wealth Employee Directory

Financial ServicesConnecticut, United States51-200 Employees

Apella Wealth has about 158 employees, all of them in North America. Banking and Finance make up over half of the profiles with a known department. Apella Wealth's workforce spans 7 departments.

Find Apella Wealth employees' phone numbers or email addresses

Apella Wealth Global Highlights

Location
Employees

North America
157

Minus sign iconPlus sign icon
  • United States Of America
    157

Apella Wealth's Leadership

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

Apella Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Business
  • Information Technology
  • Other

Banking is the largest department at 83% of profiles with a known department, followed by Finance (8%) and Accounting (3%).

Contact profiles from Apella Wealth

Name
Title
Contact
Location
Last Update
  • Managing Director at Apella Wealth
    R. K.
    Managing Director
    Mobile Phone
    Sep 01, 2026
  • Agency Owner at Apella Wealth
    M. C.
    Agency Owner
    Mobile Phone
    Oct 21, 2024
  • Chief Executive Officer at Apella Wealth
    T. M.
    Chief Executive Officer
    Mobile Phone
    Oct 18, 2024
  • Director at Apella Wealth
    R. S.
    Director
    Mobile Phone
    Oct 18, 2024
  • Manager Of Financial Planning at Apella Wealth
    M. G.
    Manager Of Financial Planning
    Mobile Phone
    Oct 22, 2024
  • Senior Wealth Advisor at Apella Wealth
    D. Y.
    Senior Wealth Advisor
    Mobile Phone
    Apr 16, 2026
  • Lead System Administrator at Apella Wealth
    J. J.
    Lead System Administrator
    Mobile Phone
    Jun 29, 2026
  • Associate Advisor, Wealth Management at Apella Wealth
    M. B.
    Associate Advisor, Wealth Management
    Mobile Phone
    Sep 04, 2026
  • Client Relationship Specialist at Apella Wealth
    K. B.
    Client Relationship Specialist
    Mobile Phone
    Sep 18, 2026
  • Financial Advisor at Apella Wealth
    A. H. C.
    Financial Advisor
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What are the largest departments at Apella Wealth?

Minus sign iconPlus sign iconBanking is the largest department at 83% of profiles with a known department, followed by Finance (8%) and Accounting (3%). Apella Wealth's workforce spans 7 departments.

How many employees does Apella Wealth have currently?

Minus sign iconPlus sign iconApella Wealth has approximately 158 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Apella Wealth's key employees and leadership?

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

  • Chief Executive Officer: T. M.
  • Managing Director: R. K.
  • Agency Owner: M. C.
  • Director: R. S.
  • Manager Of Financial Planning: M. G.

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

What is Apella Wealth's most common email format?

Minus sign iconPlus sign iconApella Wealth employees' email format typically follows the pattern of FLast@apellacapital.com. Trying to find reliable and up-to-date employee contact data? Find more Apella Wealth email formats with LeadIQ.

What is Apella Wealth known for?

Minus sign iconPlus sign iconApella Wealth was founded in 2014 and operates in the Financial Services industry. You can contact Apella Wealth's main corporate office by phone at
+1-860-682-****
. Explore Apella Wealth's company overview page for more information.

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