Apella Wealth Acquires Marrella Private Wealth
January 1, 2021
Apella Wealth announced it has added Marrella Private Wealth to its firm, bringing approximately $518 million in AUM and expanding Apella’s East Coast presence. Marrella, headquartered in Wyomissing, Pennsylvania, will join Apella’s platform to provide comprehensive financial planning and investment management services; financial terms were not disclosed.
- Buyers
- Apella Wealth
- Targets
- Marrella Private Wealth
- Industry
- Wealth Management
- Location
- Pennsylvania, United States
- Transaction Type
- Buyout
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