Apella Wealth

Overview

Apella Wealth is an SEC registered investment adviser based in West Hartford, CT, registered since 2014. It reports $11.1B in assets under management across 24,058 accounts, with 179 employees. It has 96 investment adviser representatives.

Reported AUM

$11.1B

Discretionary

79%

Accounts

24,058

Average account

$46K

Employees

179

Advisory reps

96

Registered since

2014

Jurisdictions

51

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Other Fees and Percentage of Assets

Executive officers 3 of 5

• James John Scanlan President, Chief Executive Officer CRD 6497635
• Patrick Adam Sweeny Chairman CRD 1490512
• Jason Maxwell Schuck Chief Financial Officer CRD 2863733

2 more executive officers, with direct contact details

Advisory reps 3 of 96

• Ayden Justin Al-Shimary Investment Adviser Rep CRD 7861401
• Samuel Mark Atherton Investment Adviser Rep CRD 4706300
• Richard Alan Backer Investment Adviser Rep CRD 5137335

93 more advisory reps, with emails, phones and branch locations

Location

Headquarters

65 Memorial Rd Ste C340
West Hartford, CT 06107

County

Capitol

Metro area

Hartford-East Hartford-Middletown, CT

Region

Northeast

Registrations

• SEC registered
• Registered in 51 jurisdictions
• Website: apellawealth.com

Every state, with registration dates

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