Apella Wealth Acquires Young Wealth Management

Apella Wealth Acquires Independence Wealth Advisors

June 30, 2025

Financial Services

Apella Wealth has onboarded Independence Wealth Advisors, a fee-only RIA founded by Kathleen Duffy, adding $207 million of AUM. The deal closed on June 30, 2025, expanding Apella's presence in the Washington, D.C. region and bringing additional advisory capability to its employee-owned RIA platform.

Apella Wealth Acquires Marrella Private Wealth

January 1, 2021

Wealth Management

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.

Apella Wealth Acquires Barker Financial Group, Inc.

December 6, 2024

Financial Services

Apella Wealth, a West Hartford, Connecticut–based registered investment advisor, has acquired Barker Financial Group, Inc., an RIA based in Topsfield, Massachusetts that brings $218 million in AUM. The add-on deal, Apella's nineteenth and its eighth since partnering with Wealth Partners Capital Group, closed on December 6, 2024 and establishes Apella's presence in Topsfield while expanding its regional financial planning and investment management capabilities.

Apella Wealth Adds PBMares Wealth Management

December 31, 2025

Financial Services

Apella Wealth announced that PBMares Wealth Management, the wealth management division of PBMares LLP based in Williamsburg, Virginia, has joined Apella, expanding the firm's Mid‑Atlantic presence. The deal closed December 31, 2025 and brings Apella closer to $10 billion in assets under management while adding advisory and CPA expertise to its platform.

Apella Wealth Acquires Park Piedmont Advisors

August 29, 2025

Financial Services

Apella Wealth has acquired Park Piedmont Advisors, a fee-only advisory firm led by brothers Nick and Tom Levinson, adding over $1 billion in AUM and establishing Apella’s presence in Chicago. The deal is an add-on to Apella’s platform (which is partnered with Wealth Partners Capital Group) and expands Apella’s national footprint and resources for Park Piedmont’s clients.

Apella Capital Acquires Structured Asset Management

September 30, 2022

Wealth Management

Apella Capital, a Glastonbury, Connecticut-based RIA, has acquired Structured Asset Management, a Berwyn, Pennsylvania–based registered investment advisor, adding approximately $140 million in AUM. The Structured team, led by founder Bill Suplee, will join Apella (with Suplee becoming Senior Financial Advisor); the deal, completed Sept. 30, 2022, was executed jointly with investor Wealth Partners Capital Group.