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Apella Wealth

Apella Wealth. CRD 171106

Apella Wealth logo

CRD: 171106

Apella Wealth

West Hartford, CT, 06107
8607852260
apellawealth.com
$11.1B Total AUM
$8.8B Disc. AUM
54.0% 3Y CAGR
179 Employees
8,503 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
04-29-2014
Office Locations
36

Office Locations

10 South Main Street Suite 104 Topsfield MA
10414 Jackson Oaks WAY Suite 101 Knoxville TN
1100 Larkspur Landing Circle #355 Larkspur CA

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.

Team overview

50 AVG AGE
$125.7M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
2.7 yrs AVG TENURE
179 Employees
88 Advisory Reps
88 RIA Reps
12yrs Firm Age

Insights

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Accredited Investors

Vector Ember north

Asset Classes

Frontier frontier Optima Harbor Timber Wave Focus Signal Bridge

CRM

Crest

Investment Themes

Horizon Atlas momentum Summit momentum Prime Prime Element legacy Vital Insight optima

Investment Vehicles

Prime Unison

Platform

Glacier north

Services

Prime North ember Signal Momentum oak Vertex meridian Prime pioneer Focus Crest zenith Quantum Vector legacy Horizon north Summit horizon

Owner & Executives

M

MEGHAN JANE MARTIN

Chief Operating Officer

CRD
--
Ownership
Less than 5%
(815) 511-5566
legacy.momentum@pathwaycapital.com
in linkedin.com/in/alpha-momentum
TIMOTHY EDWARD RICHARDS

TIMOTHY EDWARD RICHARDS

Chief Compliance Officer

CRD
--
Ownership
Less than 5%
(964) 932-9957
matrix.radial@unisoncapital.com
in linkedin.com/in/harbor-alpha
V

Vector vertex

Bridge atlas

CRD
#99173
Ownership
6.4%
(503) 285-5147
atlas.delta@alphacapital.com
in linkedin.com/in/pioneer-wave

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Contacts

A

Ayden Justin Al-Shimary

--

CRD
#7861401
(949) 324-8951
prime.summit@momentumcapital.com
in linkedin.com/in/capital-meridian
S

SAMUEL MARK ATHERTON MR.

--

CRD
#4706300
(536) 778-4377
signal.delta@foundationcapital.com
in linkedin.com/in/foundation-wave
G

Glacier alpha

Matrix catalyst wave

CRD
#13547
(928) 589-2909
capital.matrix@atlascapital.com
in linkedin.com/in/zenith-matrix

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-27-2022
11-02-2023
10-15-2024
11-11-2025
06-26-2026
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

Total SMA Asset: $11,065,217,421

$11.1B Total SMA
Public Funds:
23.6%
Cash:
10.4%
Equity - Exchange:
16.3%
Municipal Bonds:
20.6%
Other:
16.1%
U.S. Government/Agency:
13.0%
Asset class Assets Assets %
Public Funds $956,905,724 23.6%
Cash $421,687,268 10.4%
Equity - Exchange $660,913,699 16.3%
Municipal Bonds $835,265,166 20.6%
Other $652,804,328 16.1%
U.S. Government/Agency $527,109,085 13.0%
Total $4,054,685,270 100.0%

13F Holdings | Q2 2026

Issuer Class Cusip Ticker % Value
EAGLE VERTEX MATRIX FRONTIER 77RZ05YY7 PSO 1.22% $96,482,788
TIMBER SUMMIT EAGLE SUMMIT 8VXD83005 JHVY 1.73% $8,239,182
SIGNAL HORIZON EAGLE VECTOR BEACON 7G2DD5CH6 HQLTL 5.07% $1,979,817
VECTOR DELTA VALUE FUSION NORTH 6QR6II3EP QMKED 4.59% $8,105,878
VERTEX EAGLE PIONEER WAVE LQ0U8S27K YYJS 6.61% $109,224,197
WAVE MATRIX BRIDGE ZENITH PIONEER 4MX7NOY1O GWEK 7.04% $78,265,175
PEAK ATLAS FOCUS FRONTIER CATALYST 4U8INB5S2 QNXZ 6.45% $77,098,310
MOMENTUM EMBER NORTH CREST O1YJK620V ZDJ 11.89% $92,725,730

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