Financial Connections Group Joins Apella Wealth, Expanding Its West Coast Presence and Bringing AUM to Approximately $10.5 Billion by Katie Copeland | Apr 2, 2026 | Apella
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