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| Apella Capital LLC
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|
|---|---|
| CRD # | 171106 |
| SEC # | 801-79650 |
| CIK # | 0001801507 |
| AUM | $4.7 B (2025-07-17) |
| Employees | 117 (45% Investors, 0% Brokers) |
| Phone | 860-785-2260 |
| Address | 65 Memorial Drive West Hartford, CT 06107 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,150 | 0.6 |
| (b) Individuals (high net worth individuals) | 1,682 | 3.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 49 | 0.4 |
| (h) Charitable organizations | 74 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 10,931 | 4.7 |
| By Discretionary | ||
| Discretionary | 10,242 | 4.1 |
| Non-Discretionary | 689 | 0.6 |
| Total | 10,931 | 4.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.7 | |
| Total | 10,931 | 4.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001801507] |
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|---|---|---|
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Sigfig Wealth Management LLC
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|
Northeast Investment Management Inc
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|
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