APELLA CAPITAL, LLC
Legal name: APELLA WEALTH
CRD #171106 SEC #801-79650 WEST HARTFORD, CT 860.785.2260
SEC Registered
Total AUM
$8B
Discretionary
$6B
Employees
140
Clients
--
Accounts
19,172
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $8B | $6B | $2B | 140 | 0 |
| Oct 2025 | $8B | $6B | $2B | 140 | 0 |
| Jul 2025 | $4.7B | $4.1B | $636M | 117 | 0 |
| Mar 2025 | $4.7B | $4.1B | $636M | 94 | 0 |
| Oct 2024 | $3.3B | $2.9B | $449.3M | 77 | 0 |
| Jul 2024 | $3.3B | $2.9B | $449.3M | 77 | 0 |
| Apr 2024 | $3.3B | $2.9B | $449.3M | 77 | 0 |
| Mar 2024 | $3.3B | $2.9B | $449.3M | 77 | 0 |
| Jan 2024 | $2.5B | $2.1B | $356.9M | 67 | 0 |
| Nov 2023 | $2.5B | $2.1B | $356.9M | 67 | 0 |
| Oct 2023 | $2.5B | $2.1B | $356.9M | 67 | 0 |
| Aug 2023 | $2.5B | $2.1B | $356.9M | 67 | 0 |
| Jul 2023 | $2.5B | $2.1B | $356.9M | 67 | 0 |
| Jun 2023 | $2.5B | $2.1B | $356.9M | 67 | 0 |
| May 2023 | $2.5B | $2.1B | $356.9M | 67 | 0 |
| Mar 2023 | $2.5B | $2.1B | $356.9M | 67 | 0 |
| Oct 2022 | $2.4B | $2.4B | $0 | 58 | 0 |
| Oct 2022 | $2.4B | $2.4B | $0 | 58 | 0 |
| Oct 2022 | $2.4B | $2.4B | $0 | 58 | 0 |
| Jul 2022 | $2.4B | $2.4B | $0 | 58 | 0 |
| Mar 2022 | $2.4B | $2.4B | $0 | 58 | 0 |
| Jan 2022 | $1.7B | $1.7B | $0 | 47 | 0 |
| Jan 2022 | $1.7B | $1.7B | $0 | 47 | 0 |
| Dec 2021 | $1.7B | $1.7B | $0 | 47 | 0 |
| Nov 2021 | $1.7B | $1.7B | $0 | 47 | 0 |
| Aug 2021 | $1.7B | $1.7B | $0 | 47 | 0 |
| Aug 2021 | $1.7B | $1.7B | $0 | 47 | 0 |
| Aug 2021 | $1.7B | $1.7B | $0 | 47 | 0 |
| Jul 2021 | $1.7B | $1.7B | $0 | 47 | 0 |
| Apr 2021 | $1.7B | $1.7B | $0 | 47 | 0 |
| Mar 2021 | $1.7B | $1.7B | $0 | 47 | 0 |
| Jan 2021 | $869M | $869M | $0 | 24 | 0 |
| Dec 2020 | $869M | $869M | $0 | 24 | 0 |
| Oct 2020 | $869M | $869M | $0 | 24 | 0 |
| Oct 2020 | $869M | $869M | $0 | 24 | 0 |
| Jul 2020 | $869M | $869M | $0 | 24 | 0 |
| Jun 2020 | $869M | $869M | $0 | 24 | 0 |
| May 2020 | $869M | $869M | $0 | 24 | 0 |
| Jan 2020 | $549M | $549M | $0 | 23 | 0 |
| Jan 2020 | $549M | $549M | $0 | 23 | 0 |
| Nov 2019 | $549M | $549M | $0 | 17 | 0 |
| Oct 2019 | $549M | $549M | $0 | 16 | 0 |
| Jun 2019 | $549M | $549M | $0 | 16 | 0 |
| May 2019 | $549M | $549M | $0 | 16 | 0 |
| May 2019 | $549M | $549M | $0 | 16 | 0 |
| Apr 2019 | $549M | $549M | $0 | 16 | 0 |
| Mar 2019 | $549M | $549M | $0 | 16 | 0 |
| Feb 2019 | $604M | $604M | $0 | 15 | 0 |
| Feb 2019 | $604M | $604M | $0 | 15 | 0 |
| Jul 2018 | $604M | $604M | $0 | 15 | 0 |
| Mar 2018 | $579M | $579M | $0 | 15 | 0 |
| Jul 2017 | $430M | $430M | $0 | 15 | 900 |
| Jul 2017 | $430M | $430M | $0 | 14 | 900 |
| Mar 2017 | $430M | $430M | $0 | 14 | 900 |
| Nov 2016 | $212M | $212M | $0 | 10 | 500 |
| Jun 2016 | $146M | $146M | $0 | 6 | 400 |
| Mar 2016 | $146M | $146M | $0 | 6 | 400 |
| Dec 2015 | $121M | $121M | $0 | 6 | 200 |
| Sep 2015 | $121M | $121M | $0 | 6 | 200 |
| Sep 2015 | $121M | $121M | $0 | 6 | 200 |
| Feb 2015 | $113M | $113M | $0 | 5 | 200 |
| Feb 2015 | $123M | $123M | $0 | 4 | 200 |
| Aug 2014 | $123M | $123M | $0 | 4 | 200 |
| Apr 2014 | $0 | $0 | $0 | 4 | 0 |
DateNov 2025
Total AUM$8B
Discretionary$6B
Non-Disc.$2B
Employees140
Clients0
DateOct 2025
Total AUM$8B
Discretionary$6B
Non-Disc.$2B
Employees140
Clients0
DateJul 2025
Total AUM$4.7B
Discretionary$4.1B
Non-Disc.$636M
Employees117
Clients0
DateMar 2025
Total AUM$4.7B
Discretionary$4.1B
Non-Disc.$636M
Employees94
Clients0
DateOct 2024
Total AUM$3.3B
Discretionary$2.9B
Non-Disc.$449.3M
Employees77
Clients0
DateJul 2024
Total AUM$3.3B
Discretionary$2.9B
Non-Disc.$449.3M
Employees77
Clients0
DateApr 2024
Total AUM$3.3B
Discretionary$2.9B
Non-Disc.$449.3M
Employees77
Clients0
DateMar 2024
Total AUM$3.3B
Discretionary$2.9B
Non-Disc.$449.3M
Employees77
Clients0
DateJan 2024
Total AUM$2.5B
Discretionary$2.1B
Non-Disc.$356.9M
Employees67
Clients0
DateNov 2023
Total AUM$2.5B
Discretionary$2.1B
Non-Disc.$356.9M
Employees67
Clients0
DateOct 2023
Total AUM$2.5B
Discretionary$2.1B
Non-Disc.$356.9M
Employees67
Clients0
DateAug 2023
Total AUM$2.5B
Discretionary$2.1B
Non-Disc.$356.9M
Employees67
Clients0
DateJul 2023
Total AUM$2.5B
Discretionary$2.1B
Non-Disc.$356.9M
Employees67
Clients0
DateJun 2023
Total AUM$2.5B
Discretionary$2.1B
Non-Disc.$356.9M
Employees67
Clients0
DateMay 2023
Total AUM$2.5B
Discretionary$2.1B
Non-Disc.$356.9M
Employees67
Clients0
DateMar 2023
Total AUM$2.5B
Discretionary$2.1B
Non-Disc.$356.9M
Employees67
Clients0
DateOct 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees58
Clients0
DateOct 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees58
Clients0
DateOct 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees58
Clients0
DateJul 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees58
Clients0
DateMar 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees58
Clients0
DateJan 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees47
Clients0
DateJan 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees47
Clients0
DateDec 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees47
Clients0
DateNov 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees47
Clients0
DateAug 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees47
Clients0
DateAug 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees47
Clients0
DateAug 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees47
Clients0
DateJul 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees47
Clients0
DateApr 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees47
Clients0
DateMar 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees47
Clients0
DateJan 2021
Total AUM$869M
Discretionary$869M
Non-Disc.$0
Employees24
Clients0
DateDec 2020
Total AUM$869M
Discretionary$869M
Non-Disc.$0
Employees24
Clients0
DateOct 2020
Total AUM$869M
Discretionary$869M
Non-Disc.$0
Employees24
Clients0
DateOct 2020
Total AUM$869M
Discretionary$869M
Non-Disc.$0
Employees24
Clients0
DateJul 2020
Total AUM$869M
Discretionary$869M
Non-Disc.$0
Employees24
Clients0
DateJun 2020
Total AUM$869M
Discretionary$869M
Non-Disc.$0
Employees24
Clients0
DateMay 2020
Total AUM$869M
Discretionary$869M
Non-Disc.$0
Employees24
Clients0
DateJan 2020
Total AUM$549M
Discretionary$549M
Non-Disc.$0
Employees23
Clients0
DateJan 2020
Total AUM$549M
Discretionary$549M
Non-Disc.$0
Employees23
Clients0
DateNov 2019
Total AUM$549M
Discretionary$549M
Non-Disc.$0
Employees17
Clients0
DateOct 2019
Total AUM$549M
Discretionary$549M
Non-Disc.$0
Employees16
Clients0
DateJun 2019
Total AUM$549M
Discretionary$549M
Non-Disc.$0
Employees16
Clients0
DateMay 2019
Total AUM$549M
Discretionary$549M
Non-Disc.$0
Employees16
Clients0
DateMay 2019
Total AUM$549M
Discretionary$549M
Non-Disc.$0
Employees16
Clients0
DateApr 2019
Total AUM$549M
Discretionary$549M
Non-Disc.$0
Employees16
Clients0
DateMar 2019
Total AUM$549M
Discretionary$549M
Non-Disc.$0
Employees16
Clients0
DateFeb 2019
Total AUM$604M
Discretionary$604M
Non-Disc.$0
Employees15
Clients0
DateFeb 2019
Total AUM$604M
Discretionary$604M
Non-Disc.$0
Employees15
Clients0
DateJul 2018
Total AUM$604M
Discretionary$604M
Non-Disc.$0
Employees15
Clients0
DateMar 2018
Total AUM$579M
Discretionary$579M
Non-Disc.$0
Employees15
Clients0
DateJul 2017
Total AUM$430M
Discretionary$430M
Non-Disc.$0
Employees15
Clients900
DateJul 2017
Total AUM$430M
Discretionary$430M
Non-Disc.$0
Employees14
Clients900
DateMar 2017
Total AUM$430M
Discretionary$430M
Non-Disc.$0
Employees14
Clients900
DateNov 2016
Total AUM$212M
Discretionary$212M
Non-Disc.$0
Employees10
Clients500
DateJun 2016
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees6
Clients400
DateMar 2016
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees6
Clients400
DateDec 2015
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees6
Clients200
DateSep 2015
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees6
Clients200
DateSep 2015
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees6
Clients200
DateFeb 2015
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees5
Clients200
DateFeb 2015
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees4
Clients200
DateAug 2014
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees4
Clients200
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0