Wealth Management Division of PBMares Joins Apella Wealth, Expanding Mid‑Atlantic Presence and Bringing AUM Close to $10 Billion

by Katie Copeland | Jan 6, 2026 | Apella

Apella Wealth Welcomes Park Piedmont Advisors Establishing Presence in Chicago and Adding over $1 Billion in AUM

by Katie Copeland | Sep 2, 2025 | Apella

Apella Wealth Welcomes Independence Wealth Advisors, Growing AUM by $207 Million

by Katie Copeland | Jul 1, 2025 | Apella

Apella Wealth Expands National Presence with Addition of Iron Horse Wealth Management, Adding $574 Million in AUM

by Katie Copeland | Jun 24, 2025 | Apella

Apella Wealth Expands East Coast Presence with Addition of Marrella Private Wealth, Adding $518 Million in AUM

by Katie Copeland | Mar 10, 2025 | Apella

Apella Wealth Expands West Coast Presence with Addition of Young Wealth Management

by Katie Copeland | Dec 17, 2024 | Apella