Apella Wealth Information
Contact top employees from
Apella Wealth
Summary
Apella Wealth is a privately held company that has been in the industry for 12 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 113. To connect with Apella Wealth employee register on SignalHire.
Organization Website | apellawealth.com |
Industries | |
Headquarters Location | 65 Memorial Road, West Hartford, CT, 06107 US |
Employees Size | 100-200 employees |
Specialties | Wealth Management, Financial Planning, Investment Advisory |
Founded | 2014 |
Estimated Website Traffic
The chart shows a growth in traffic to the apellawealth.com website. In November, traffic increased to 3631, compared to 3534 in the previous month. The highest traffic in 2025 was recorded in July, reaching 4972 visits.
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Apella Wealth shows a diverse range of experience levels:
46% have been with the company for less than 1 year6% for 1–2 years11% for 3–4 years17% for 5–7 years14% for 8–10 years6% have over 11 years of service at Apella WealthEx-employees positions
In Company
In New Company
Contact top employees from
Apella Wealth
Derek Jobe
Financial Advisor, Team Lead
Jason Gentile
Certified Financial Planner
Nate Levinson
Financial Advisor
Laura Carlson
Tax Manager and Partner
Kevin Young
Senior Financial Advisor
Justin Dusik
Digital Marketing Manager
Adrian Johnston
Team Lead, Trading and Research
Alex Sikorski
Portfolio Analyst
Laura Kvietkauskas
Client Relationship Specialist
Daneen Weaver
Senior Financial Advisory at Apella Wealth
Jean Luc Klingensmith
Paraplanner/Portfolio Analyst
Leslie Kahlenberg
Client Service Manager at Apella Wealth (formerly Park Piedmont Advisors)
Zachary Stonier
Account Services Associate
Ricki Hoyt
Director of Operations
Claire Thornton CFP® EA MST
Senior Financial Planner
Jasmine Turner
Client Services
Sam Marrella Sr
Advocate. Coach. Fiduciary.
Angela Caquias
Client Relationship Specialist
Kathryn Baranoski
Client Relationship Specialist
Laura Plants
Business Systems Analyst
Alexander Romango
Associate Director, M&A Integrations
Julie Brohard CFP®
Financial Planner
Kirk Okumura
Associate Advisor
Amanda McFarland
Billing, Reporting, and Data Manager
Gina Chironis PFS
Senior Financial Advisor
Bridget Orlando
Compliance Manager
Christopher Longo
Senior Business Analyst
Catherine Kate
Associate Financial Advisor
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FAQ
Apella Wealth operates in the Finance industries. More details can be found on the official website: apellawealth.com.
The headquarters of Apella Wealth are located in West Hartford, United States.
Apella Wealth currently employs 100-200 people.
