Articles published by Apella Wealth

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

January 06, 2026

From Apella Wealth

Via Business Wire

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

September 02, 2025

From Apella Wealth

Via Business Wire

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

July 01, 2025

From Apella Wealth

Via Business Wire

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

June 24, 2025

From Apella Wealth

Via Business Wire

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

March 10, 2025

From Apella Wealth

Via Business Wire

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

December 17, 2024

From Apella Wealth

Via Business Wire

Apella Wealth Expands East Coast Presence with Addition of Barker Financial Group, Inc.

December 10, 2024

From Apella Wealth

Via Business Wire

Apella Wealth Expands East Coast Presence with Addition of ClearLogic Financial, Inc.

April 16, 2024

From Apella Wealth

Via Business Wire

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