Apella Wealth Acquires ClearLogic Financial, Inc.
April 16, 2024
Apella Wealth (Apella Capital, LLC) has acquired ClearLogic Financial, Inc., a Reston, Virginia-registered investment advisor, adding approximately $464 million of AUM and establishing Apella's presence on the East Coast. The entire ClearLogic team will join Apella, with ClearLogic President Mark Atherton becoming Regional Director; the transaction closed April 12, 2024 and terms were not disclosed.
- Targets
- ClearLogic Financial, Inc.
- Industry
- Financial Services
- Location
- Virginia, United States
- Transaction Type
- Buyout
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