APELLA WEALTH

Legal name: APELLA CAPITAL, LLC

CRD 171106File 801-79650

APPROVED

Retail clients

Custody

Filing as of Jul 22, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$11.07B

Top 10% of cohort (national)

Discretionary AUM

$8.78B

Non-discretionary $2.29B

Clients

8,503

24,058 accounts

Employees

179

Top 25% of cohort in CT

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Apr 29, 2014
Principal office: 65 MEMORIAL DRIVE, SUITE C340, WEST HARTFORD, CT, 06107
Phone: 860.785.2260
Website: https://www.linkedin.com/company/apella-wealth/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $11.07B
Discretionary AUM: $8.78B
Non-discretionary AUM: $2.29B
Discretionary accounts: 17,089
Non-discretionary accounts: 6,969
Total accounts: 24,058
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	90	$179.2M
Charitable organizations	129	$46.6M
High net worth individuals	3,591	$9.39B
Pension and profit sharing plans	145	$363.1M
Individuals (other than high net worth individuals)	4,548	$1.08B

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — FEE FOR FINANCIAL PLANNING SERVICES.
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.