Matthew Marrella

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → 08/2018
  Jwb Enterprises
  Elverson, PA
• 07/2019 → 02/2020
  Raymond James Financial Services
  Wyomissing, PA
• 06/2014 → 06/2018
  Wilson Senior High School
  West Lawn, PA
• 08/2018 → 12/2018
  University Of Pittsburgh
  Pittsburgh, PA
• 01/2019 → 05/2019
  Muhlenberg College
  Allentown, PA
• 06/2020 → 08/2020
  Raymond James Financial Services, Inc.
  Wyomissing, PA
• 02/2020 → 06/2020
  Muhlenberg College
  Allentown, PA
• 08/2020 → 05/2021
  Muhlenberg College
  Allentown, PA
• 06/2021 → 08/2021
  Raymond James Financial Services
  Wyomissing, PA
• 08/2021 → 06/2022
  Muhlenberg College
  Allentown, PA
• 07/2022 → 07/2023
  The Vanguard Group
  Malvern, PA
• 07/2023 → 01/2025
  Mycio Wealth Partners, Llc
  Philadelphia, PA
• 02/2025 → 03/2025
  Marrella Private Wealth Llc
  Wyomissing, PA
• 03/2025 → Present
  Apella Wealth
  65 Memorial Road, C340, CT

Previous Registrations

• 2025-02-03 → 2025-03-28
  Marrella Private Wealth, Llc
  Wyomissing, PA
• 2024-03-14 → 2025-02-25
  Mycio Wealth Partners, Llc
  Philadelphia, PA
• 2022-07-27 → 2023-07-06
  Vanguard Advisers, Inc.
  Malvern, PA
• 2020-09-29 → 2022-07-26
  Raymond James Financial Services Advisors, Inc
  Wyomissing, PA

Exams

• S66 Uniform Combined State Law Examination
  2020-09-26

Other Names

• Matthew Paul Marrella