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Apella Wealth CRD 171106
$11.1B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-14 |
| CT | RA | APPROVED | 2026-03-12 |
| MD | RA | APP_PEND_IARCE | 2026-03-12 |
| TX | RA | APPROVED | 2026-03-12 |
Branch Locations
65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
Annapolis, MD • United States
Annapolis, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1441 Pleasant Lake Road, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tam Financial Advisors | Annapolis | MD | 01/2005 | Present |
| Apella Wealth | West Hartford | CT | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-22 |
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