Apella Capital Acquires Structured Asset Management
September 30, 2022
Apella Capital, a Glastonbury, Connecticut-based RIA, has acquired Structured Asset Management, a Berwyn, Pennsylvania–based registered investment advisor, adding approximately $140 million in AUM. The Structured team, led by founder Bill Suplee, will join Apella (with Suplee becoming Senior Financial Advisor); the deal, completed Sept. 30, 2022, was executed jointly with investor Wealth Partners Capital Group.
- Buyers
- Apella Capital, LLC, Wealth Partners Capital Group (WPCG)
- Targets
- Structured Asset Management
- Platforms
- Apella Capital, LLC
- Industry
- Wealth Management
- Location
- Pennsylvania, United States
- Transaction Type
- Addon
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