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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-07 |
| VA | RA | APPROVED | 2026-01-07 |
Branch Locations
4801 Courthouse Street Suite 128, Williamsburg, VA 23188 • 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 |
|---|---|---|---|---|
| Brighton High School | Brighton | TN | 09/2015 | 05/2020 |
| Ken Garner Manufacturing Co | Chattanooga | TN | 05/2021 | 08/2021 |
| Adtech Ceramics | Chattanooga | TN | 01/2022 | 07/2022 |
| University Of Tennessee - Chattanooga | Resident Assistant | TN | 08/2022 | 05/2023 |
| Zaxby's | Chattanooga | TN | 02/2023 | 08/2023 |
| University Of Tennessee - Chattanooga | Chattanooga | TN | 08/2020 | 05/2024 |
| Unum Insurance Company | Chattanooga | TN | 08/2023 | 06/2024 |
| Unum Insurance Company | Chattanooga | TN | 06/2024 | 07/2025 |
| Pbmares Wealth Management Llc | Williamsburg | VA | 08/2025 | 12/2025 |
| Pbmares Wealth Management Llc | Williamsburg | VA | 08/2025 | 12/2025 |
| Apella Wealth | West Hartford | CT | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-24 |
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