Apella Wealth Acquires Young Wealth Management
December 13, 2024
Apella Wealth, a national RIA headquartered in West Hartford, Connecticut, has acquired Young Wealth Management, a Davis, California-based registered investment adviser with $144 million in AUM. The deal, which closed December 13, 2024, expands Apella's West Coast presence and is the firm’s twentieth acquisition and ninth since partnering with Wealth Partners Capital Group.
- Buyers
- Apella Wealth
- Targets
- Young Wealth Management
- Industry
- Financial Services
- Location
- California, United States
- Transaction Type
- Addon
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