On March 10, 2025, Apella Wealth announced its acquisition of Marrella Private Wealth.
Apella Wealth (“Apella”) announced, on March 10, 2025, that it acquired Marrella Private Wealth, LLC (“Marrella”) in a transaction that closed on March 7, 2025. The Marrella team will continue to be led by Managing Directors and Wealth Advisors Samuel Marrella, Sr. and Paul Marrella. Further terms of the transaction were not disclosed.
Apella, based in West Hartford, Connecticut, is a registered investment advisor and wealth management firm offering investing and financial planning services. As of the closing, Apella had approximately $5.31 billion in assets under management.
Marrella, based in Wyomissing, PA, is a registered investment advisor offering financial planning and investment management services. As of March 2025, Marrella had approximately $513 million in assets under management.
To read the article: please click here.