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APELLA CAPITAL, LLC

Doing business as APELLA WEALTH. SEC Form ADV profile.

Total regulatory AUM
$11,065,217,421
Discretionary
$8,775,871,443
Non-discretionary
$2,289,345,978

Firm details

CRD number
171106
SEC file number
801-79650
Main office
WEST HARTFORD, CT, United States
Employees
179
SEC status
Approved
Fee structure
Percentage of AUM Other

As of October 2026.