Apella Wealth Acquires Financial Connections Group to Expand West Coast Presence
April 1, 2026
Apella Wealth acquired Financial Connections Group, a fee-only fiduciary wealth management firm headquartered in Larkspur, California, in order to strengthen its West Coast footprint and expand planning expertise. The deal closed on April 1, 2026, adding about $625 million in client assets and bringing Apella’s AUM to approximately $10.5 billion.
- Buyers
- Apella Wealth
- Targets
- Financial Connections Group
- Sellers
- Jill Hollander, Brian Pon, Kai Bogdanovich, Financial Connections Group partners and team
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Buyout
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