Apella Wealth Welcomes Independence Wealth Advisors, Growing AUM by $207 Million
Apella Wealth (“Apella”), a financial advisory and wealth management firm serving individuals, families, and businesses, announced today that Independence Wealth Advisors (“Independence”), a registered investment adviser (“RIA”), has joined the firm.
Apella Wealth Expands National Presence with Addition of Iron Horse Wealth Management, Adding $574 Million in AUM
Apella Wealth (“Apella”), a financial advisory and wealth management firm serving individuals, families, and businesses, announced today that Iron Horse Wealth Management (“Iron Horse”), a registered investment adviser (“RIA”), has joined the firm. This partnership establishes Apella’s presence in Johnston, IA, and extends the firm’s financial planning and investment management services into the Midwest region.
Apella Wealth Expands East Coast Presence with Addition of Marrella Private Wealth, Adding $518 Million in AUM
Apella Wealth (“Apella”), a financial advisory and wealth management firm serving individuals, families, and businesses, announced today that Marrella Private Wealth, a registered investment adviser (“RIA”), has joined the firm. This partnership expands Apella’s presence to Wyomissing, PA, and strengthens its capabilities in financial planning and investment management in the region.
Apella Wealth Expands West Coast Presence with Addition of Young Wealth Management
Apella Wealth (“Apella”), a financial advisory and wealth management firm serving individuals, families, and businesses, announced today that Young Wealth Management, a registered investment adviser (“RIA”), has joined the firm. This marks Apella’s fourth acquisition this year and expands the firm’s presence in Davis, CA, adding to its regional financial planning and investment management capabilities.
Apella Wealth Expands East Coast Presence with Addition of Barker Financial Group, Inc.
Apella Wealth (“Apella”), a financial advisory and wealth management firm serving individuals, families, and businesses, announced today that Barker Financial Group, Inc. (“Barker Financial”), a registered investment advisor (“RIA”), has joined the firm. This acquisition establishes Apella’s presence in Topsfield, MA, and adds to its regional financial planning and investment management capabilities.
Apella Wealth Expands East Coast Presence with Addition of ClearLogic Financial, Inc.
Apella Capital, LLC, DBA Apella Wealth (“Apella”), a financial advisory and wealth management firm serving individuals, families, and businesses, announced today that ClearLogic Financial, Inc. (“ClearLogic”), a registered investment advisor (“RIA”), has joined the firm. This acquisition establishes Apella’s presence in Reston, VA, and adds to its regional financial planning and investment management capabilities.
