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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 | 2026-01-08 |
| VA | RA | APPROVED | 2026-01-08 |
Branch Locations
558 South Main Street, Harrisonburg, VA 22801 • 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 |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlottesville | VA | 11/2012 | 01/2018 |
| Tiaa | Charlottesville | VA | 11/2012 | 01/2018 |
| Pbmares Wealth Management Llc | Harrisonburg | VA | 01/2018 | 12/2025 |
| Apella Wealth | West Hartford | CT | 12/2025 | Present |
All Saints Anglican Church: vestry and serve as the Treasurer; Vestry / Treasurer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-19 |
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