TrueAdvisor
TrueAdvisor
GC
PFS
GC
PFS

Gina R. Chironis

Apella Wealth
16 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation Planning
Apella Wealth
Compensation
Fee-Only (AUM)
Firm Size
68 advisors
Number of Clients
3,976 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$4.7B

Fee Structure

Minimum Investment:$500K

Location

9110 Irvine Center Drive, Irvine, CA, 92618-4683

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Apella Wealth
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Clarity Wealth Management, INC.
April 2010 - April 2023 · 13 yrs
Genworth Financial Advisers Corporation
September 2009 - March 2010 · 6 mos
State Registrations3 states
CACTTX
Advisor
Exams
No exam information available for this advisor.