William Zerns Suplee

CFA · CFP · ChFC

Apella Wealth

21 Years of Experience

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

Contact

William Zerns Suplee

Location

65 Memorial Drive, Suite C340, West Hartford, CT, 06107

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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.

Employment History

Current Registrations

Apella Wealth

October 2022 - Present · 3 yrs 4 mos

Previous Registrations

Structured Asset Management, INC.

March 2004 - November 2022 · 18 yrs 8 mos

State Registrations3 states

CTPATX

Advisor

Exams

No exam information available for this advisor.