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Apella Wealth

EST. AUM
$11,065,217,421

CONTACTS
17

CLIENT ACCOUNTS
24,058

Firm Details

Metro area Hartford
CRD Number 171106
Website apellawealth.com
Client types

Overview

Apella Wealth is a national, employee-owned Advisory Firm managing over $3.3 billion in assets. Apella was founded in 2014 by two financial advisors, Patrick Sweeny and David Connelly, who were passionate about finding a better way to help investors achieve their long-term goals. In December 2024, the firm acquired Barker Financial Group in Topsfield, MA with 218 M AUM

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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