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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-27 |
| CT | RA | APPROVED | 2025-01-17 |
| FL | RA | APPROVED | 2025-01-16 |
Branch Locations
10 South Main Street Suite 104, Topsfield, MA 01983 • United States
65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barker Financial Group, Inc. | Burlington | MA | 10/2009 | 03/2025 |
| Apella Capital, Llc | West Hartford | CT | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-30 |
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