Irvine, California-dependent wealth management business provides $130 million in AUM
GLASTONBURY, Conn., March 07, 2023–(Business enterprise WIRE)–Apella Money, LLC, DBA Apella Prosperity (“Apella”), a fiscal advisory and wealth management business serving folks, families, and organizations, currently introduced Clarity Wealth Management (“Clarity”), a registered expenditure advisor (“RIA”), has joined the agency. The acquisition establishes Apella’s existence in Irvine, California and provides to its fiscal arranging and expense administration capabilities in the region.
Led by Gina Chironis, Clarity presents economical arranging, portfolio generation, asset administration, and tax preparing expert services. As a outcome of the acquisition, Clarity purchasers will attain entry to Apella’s wide vary of assets, enhanced technological know-how and expanded companies. Gina Chironis will assume the purpose of Senior Monetary Advisor and Associate and will be joined by the overall Clarity staff at Apella.
David Connelly, Chairman and Co-Founder of Apella, reported, “We are delighted to welcome Clarity to the Apella workforce. They will be a excellent addition to our increasing footprint in the Pacific Southwest and across the state. They share our enthusiasm for strategic pondering, shopper working experience, and evidence-dependent investing.
“As a nationwide corporation designed up of like-minded advisers, we continue to broaden our geographic access, and it is thrilling to announce that we now have a new place of work in Southern California,” added Connelly.
“We could not be a lot more enthusiastic about signing up for forces with Apella and the possibility it brings us to improved serve our clients,” stated Chironis. “It’s critical to us to present people how to link their wealth with their most heartfelt values, interactions, and passions. Apella shares this philosophy, which created the determination to lover an simple a single.”
This is Apella’s to start with acquisition of 2023 and 3rd jointly with Prosperity Companions Money Team (“WPCG”), a financial companies holding company that invested in the firm in Sept. 2021.
Nick Trepp, WPCG Principal included: “Not only is there a powerful cultural alignment amongst Apella and Clarity, but this partnership will reinforce Apella’s presence on the west coast, and protected a new location in the Orange County industry.”
The acquisition shut on February 22, 2023 and will boost Apella’s assets under management by close to $130 million. Financial and authorized phrases of the deal ended up not disclosed.
About Apella Money
Apella Money, LLC DBA Apella Wealth (“Apella”) was established in 2014 by two fiscal advisors, Patrick Sweeny and Chairman and Co-Founder David Connelly, who are passionate about getting a greater way to help traders obtain their long-term ambitions. Apella is a countrywide RIA designed close to a find group of like-minded advisors who believe in proof-centered investing and organizing. Headquartered in Glastonbury, CT, Apella gives its huge selection of economic advisory solutions throughout many monetary advisory offices, spanning both of those coasts and serving 1000’s of person and institutional traders. Managing over $2.7 billion* AUM, the firm’s monetary advisors are committed to creating lifelong consumer relationships and delivering Information for Everyday living. For extra information about Apella, make sure you pay a visit to www.apellawealth.com
*As of 12/31/2022 (assets underneath administration and administration)
About Wealth Partners Capital Group
Prosperity Companions Funds Group (“WPCG”) is a monetary services holding enterprise, which invests in and companions with pick out leading prosperity management corporations. WPCG helps its lover companies by identifying and integrating like-minded registered expenditure advisers and fiscal advisors who are looking for access to expanded business abilities, strategic development and custom-made transition remedies. For extra data, remember to check out www.wealthpcg.com.
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