Paul Leonard Marrella

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Experience

25 years in the industry.

1. Apella WealthMar 2025 to now
2. N/aJun 2012 to now
3. Greenbriar FoundersMar 2003 to now
4. Marrella Insurance GroupJan 2001 to now
5. Marrella Private Wealth, LLCOct 2023 to Mar 2025
6. Raymond James Financial Services Advisors, IncJan 2009 to Oct 2023
7. Non-variable InsuranceJan 2006 to Aug 2019
8. Owner of Local Bank StockJan 2003 to Jan 2020
9. Marrella Financial Group, LLCJan 2001 to Oct 2023
10. Raymond James Financial Services, Inc.Jan 2001 to Oct 2023

Designations

• CFP® certification

Exams passed

• Series 63 · Uniform Securities Agent State Law1995
• Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 3 states (CT, PA, TX).

Apella Wealth

Legal name: Apella Capital, LLC

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD

1925779

Firm CRD

171106