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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-29-2014
- Office Locations
- 34
Office Locations
About Apella Wealth
Apella Wealth provides evidence-based portfolio management and comprehensive financial planning for individuals, families, and business owners—from starting out through retirement. The firm emphasizes tax-aware strategies, retirement and education planning, legacy planning, and philanthropy, with a disciplined approach grounded in academic research and decades of data. Operates across retail and institutional channels; custody relationships include Charles Schwab.
Reported data analysis
What the numbers show
Between November 11, 2025 and July 22, 2026, reported AUM increased 39.1%, from $8.0B to $11.1B.
Across 5 reported observations, AUM increased 369.5% between October 27, 2022 and July 22, 2026, from $2.4B to $11.1B.
Of the latest reported AUM, 79.3% is discretionary and 20.7% is non-discretionary.
The firm reports 88 advisory representatives and 8,503 clients, or 96.6 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 34 reported office locations and 12 years in operation. The source data was last updated on July 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- CRM
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Apella Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MEGHAN JANE MARTIN
Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
TIMOTHY EDWARD RICHARDS
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Ayden Justin Al-Shimary
--
- CRD
- #7861401
SAMUEL MARK ATHERTON MR.
--
- CRD
- #4706300
Showing 2 of 95 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,775,871,443 | $513,539 |
| Non-Discretionary | $2,289,345,978 | $328,504 |
| Total | $11,065,217,421 | $459,939 |
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Separately Managed Accounts
SMA allocation detail is available
Apella Wealth has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Apella Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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