Wealth management firm from Davis, CA brings $144 million in AUM
Bạn đang xem: Apella Wealth Expands West Coast Presence with Addition of Young Wealth Management
WEST HARTFORD, Conn., December 17, 2024–(BUSINESS WIRE)–Apella Wealth (“Apella”), a financial advisory and wealth management firm serving individuals, families, and businesses, announced today that Young Wealth Management, a registered investment adviser (“RIA”), has joined the firm. This marks Apella’s fourth acquisition this year and expands the firm’s presence in Davis, CA, adding to its regional financial planning and investment management capabilities.
Led by Founder and Principal Kevin M. Young, MBA, EA, CFP®, Young Wealth Management provides financial planning and wealth management services to individuals and families.
“We are thrilled to welcome Kevin to the Apella family. Kevin’s dedication to building lasting client relationships coupled with his proven track record of success aligns with Apella’s mission. Together, we look forward to expanding our impact and continuing to deliver exceptional financial guidance,” said Apella CEO, Patrick Sweeny.
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“For 18 years, Young Wealth Management has put our clients’ needs at the center of everything we do,” said Kevin. “By partnering with Apella, we will be able to leverage the firm’s extensive resources and focus our energy on providing high quality, comprehensive financial planning to all clients and be better equipped to help our clients navigate an increasingly complex financial landscape.”
This is Apella’s twentieth acquisition, and ninth since partnering with Wealth Partners Capital Group (“WPCG”), a financial services holding company that invested in Apella in September 2021.
The acquisition closed on December 13, 2024. As of closing, Apella has $4.86 Billion in assets under management.
About Apella Wealth
Apella Wealth was founded in 2014 by two financial advisors, Patrick Sweeny and David Connelly, who are passionate about finding a better way to help investors achieve their long-term goals. Apella is a national RIA built around a select community of like-minded advisors who believe in Evidence-Based investing and detailed financial planning. Headquartered in West Hartford, CT, Apella offers its wide range of financial advisory services across multiple locations, spanning both coasts and serving thousands of individual and institutional investors. The firm’s financial advisors are dedicated to building lifelong client relationships and providing Advice for Life. For more information about Apella, please visit www.apellawealth.com.
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