Investment adviser representative · Apella Wealth
Kirk S. Okumura
CRD 3017402 · Berwyn, PA
At a glance
Kirk S. Okumura is an investment adviser representative with Apella Wealth in Berwyn, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kirk’s SEC record dates to 2012, about 14 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Apella WealthSince January 2025Berwyn, PA · $11B in regulatory assets
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- Chartered Financial Consultant
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kirk’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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