What departments does Apella Wealth have?

Apella Wealth has employees across 5 departments including Finance, Marketing, Program & Project Management, Operations, Information Technology.

What is the largest department at Apella Wealth?

The largest department at Apella Wealth is Finance with 21 employees.

Where are Apella Wealth employees located globally?

Apella Wealth has employees across 2 continents and 2 countries including Russian Federation, 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
155

United States Of America
155

Asia
1

Russian Federation
1

Apella Wealth's Leadership

J. S.
Chief Executive Officer
Mobile Phone
Email
T. M.
Chief Executive Officer
Mobile Phone
Email
T. R.
Chief Compliance Officer
Mobile Phone
Email
J. S.
Chief Financial Officer
Mobile Phone
Email
P. S.
Co-Founder/Chairman
Mobile Phone
Email
P. C.
Partner | Regional Director
Mobile Phone
Email
M. C.
Agency Owner
Mobile Phone
Email
E. R.
Partner And Senior Financial Advisor
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 Info

Location

Last Update

P. C.
Partner | Regional Director
Mobile Phone
Email
United StatesGeorgia
Jun 27, 2026
J. S.
Chief Executive Officer
Mobile Phone
Email
United StatesConnecticut
Jun 23, 2026
P. S.
Co-Founder/Chairman
Mobile Phone
Email
United StatesConnecticut
Jun 23, 2026
T. R.
Chief Compliance Officer
Mobile Phone
Email
United StatesPennsylvania
Jun 27, 2026
J. S.
Chief Financial Officer
Mobile Phone
Email
United StatesConnecticut
Mar 25, 2026
M. C.
Agency Owner
Mobile Phone
Email
Oct 21, 2024
T. M.
Chief Executive Officer
Mobile Phone
Email
Oct 18, 2024
E. R.
Partner And Senior Financial Advisor
Mobile Phone
Email
United StatesMassachusetts
Feb 17, 2026
M. M.
Managing Director, Head Of Marketing
Mobile Phone
Email
United StatesConnecticut
Jun 27, 2026
E. Z.
Regional Director | Senior Financial Planner
Mobile Phone
Email
United StatesNew York
Jun 23, 2026

Frequently Asked Questions

What is Apella Wealth known for?

Apella Wealth was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 65 Memorial Road Suite C340 Hartford, Connecticut 06107 United States; 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 145 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Apella Wealth's key employees and leadership?

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

Chief Executive Officer: J. S.
Chief Executive Officer: T. M.
Chief Compliance Officer: T. R.
Chief Financial Officer: J. S.
Co-Founder/Chairman: P. S.

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Apella Wealth Employee Directory

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