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Financial ADVSR advisor directory · SEC adviser records

Apella Wealth financial advisors in Washington

Every SEC-registered investment adviser representative at a Apella Wealth office in Washington, by city and A to Z.

6 registered advisors work at Apella Wealth in Washington, out of 99 nationwide; it's the firm's number 4 state by advisors, and the most are in Bellevue (4). 3 list the CFP designation and 0 are also registered broker representatives.

Apella Wealth advisors by city in Washington

Every firm in Washington →

Bellevue 4Olympia 1Tacoma 1

Apella Wealth advisors in Washington, A to Z

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Apella Wealth advisors in every state →Apella Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Apella Wealth in other states

Connecticut 55Virginia 12California 7Massachusetts 5Pennsylvania 5South Carolina 4

Questions

How many Apella Wealth financial advisors are in Washington?

6 investment adviser representatives are registered at Apella Wealth offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 99 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in Washington does Apella Wealth have the most advisors?

Bellevue, with 4, then Olympia (1). Apella Wealth has advisors in 3 cities in Washington.

How do I check a Apella Wealth advisor in Washington?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Apella Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.