Family Office
Apella Wealth (AW)
Apella Wealth is a US investment advisory firm founded in 2014 and based in West Hartford, Connecticut.As of December 31, 2024, the firm managed $4.1bn in regulatory assets on a discretionary basis and $636m on a non-discretionary basis.
Headquarters
West Hartford, Connecticut
Website
apellawealth.comDecision-makers
Rob Klingensmith
Managing Director
Matthew DiBattista
Portfolio Analyst
Adrian Johnston
Portfolio Analyst
David E. Connelly, Jr.
Co-Founder & Chair
Joshua Frenkel
Portfolio Analyst
Gina Chironis
Partner & Senior Financial Adivsor
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Co-Founder & Chair
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