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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 |
|---|---|---|---|
| IA | RA | APPROVED | 2025-07-28 |
| CT | RA | APPROVED | 2025-07-08 |
| TX | RA | APPROVED_RES | 2025-07-07 |
Branch Locations
8711 Windsor Parkway, Suite 4, Johnston, IA 50131 • United States
65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iron Horse Wealth Management, Llc | Johnston | IA | 12/2015 | 11/2025 |
| Apella Wealth | West Hartford | CT | 06/2025 | Present |
Maroons Basketball Club; Operation of a youth basketball club: Board Member.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-12 |
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