Apella Wealth Acquires Financial Connections Group to Expand West Coast Presence
April 1, 2026
Apella Wealth announced that Financial Connections Group has joined the firm in a deal that closed on April 1, 2026. Financial Connections, a fee-only fiduciary financial planning and investment management firm based in Larkspur, California, will add planning expertise and team members to Apella’s West Coast footprint, bringing Apella’s AUM to approximately $10.5 billion at closing.
- Buyers
- Apella Wealth, Wealth Partners Capital Group
- Targets
- Financial Connections Group, Financial Connections Group, Inc.
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Buyout
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