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Addison Maximilian Prescott Pock

Apella Wealth

Fredericksburg, VA

West Hartford, CT

CRD 5949805

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Employer firm

Apella Wealth CRD 171106

$11.1B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Apella Wealth

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-01-09
VA RA APPROVED 2026-01-09
  • CT RA
    APPROVED
    Since 2026-01-09
  • VA RA
    APPROVED
    Since 2026-01-09

Branch Locations

725 Jackson Street Suite 210, Fredericksburg, VA 22401 • United States

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pbmares Wealth Management, Llc Fredericksburg VA 07/2014 12/2025
Pbmares Llp Williamsburg VA 01/2024 Present
Apella Wealth West Hartford CT 12/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-10-13
  • S65 Uniform Investment Adviser Law Examination
    2011-10-13
Designations
  • Certified Financial Planner
Other Names
  • Addison Pock

View on SEC IAPD

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Nearby Offices

EDWARD JONES · FREDERICKSBURG, VA
INTEGRATED ADVISORS NETWORK LLC · Fredricksburg, VA
THRIVENT INVESTMENT MANAGEMENT INC. · FREDERICKSBURG, VA

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