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Thomas Glen Spavone

Apella Wealth

West Hartford, CT

Warrenton, VA

CRD 8025461

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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 2026-01-08
VA RA APPROVED 2026-01-08
  • CT RA
    APPROVED
    Since 2026-01-08
  • VA RA
    APPROVED
    Since 2026-01-08

Branch Locations

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

560 Broadview Avenue Suite 100, Warrenton, VA 20186 • 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
Cst Group Reston VA 05/2016 08/2017
Pbmares, Llp Warrenton VA 08/2017 Present
Pbmares Wealth Management Llc Williamsburg VA 01/2025 12/2025
Apella Wealth West Hartford CT 12/2025 Present
Previous Registrations
Other Businesses

Tax Partner at PBMares, LLP providing compliance, accounting, and tax advisory services to clients.

Designations
  • Certified Financial Planner

View on SEC IAPD

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