Apella - Atlanta

Financial Services • Atlanta, Georgia, United States • 1-10 Employees

Company overview

Headquarters	600 Galleria Pkwy SE, Suite 520, Atlanta, Georgia 30339, US
Phone number	+16782185925
Websites	apellawealth.com calandrafinancial.com
NAICS	52
Keywords	Tax Planning, Trusts, Asset Protection, Income Planning, Life Insurance, Wealth Accumulation, Estate Planning, Probate, Retirement Income Planning, Ira Legacy Planning, Charitable Giving, Ira And 401(K) Rollovers
Founded	2004
Employees	1-10
Socials

Key Contact at Apella - Atlanta

Gilda Curry

Director, Client Services

About Apella - Atlanta

At Apella, our focus is You. We're an employee-owned firm of financial advisors who deliver innovative planning and investment solutions built on independent, evidence-based thinking. Instead of speculation and guesswork, we use insights drawn from academic research and decades of data to build portfolios and plans that put science on your side. We are passionate about working with our clients and helping them achieve their most important goals. Apella Capital, LLC, DBA Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Apella Wealth provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment advice. Apella Wealth does not approve or endorse any third-party communications posted on this site and will not be liable for any such posts.

Apella - Atlanta revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Apella - Atlanta has never raised funding before.

Frequently asked questions

Apella - Atlanta is located in Atlanta, Georgia, US.

You can reach Apella - Atlanta at +16782185925.

Apella - Atlanta was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.

Apella - Atlanta has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Apella - Atlanta

Gilda Curry

Director, Client Services

4.8

40,000 users