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David Eugene Bush

Investment adviser representative at Apella Wealth
23 yearsExperience
3 statesRegistered in
CFP® certification, PFSDesignations
$11.1BFirm assets

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How the firm charges

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

Percentage of assetsOther

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

23 years in the industry.

  1. Apella WealthDec 2025 to now
  2. Pbmares Wealth Management, LLCDec 2005 to Dec 2025
  3. Pbmares, LLPJul 2003 to Dec 2025

Designations

  • CFP® certification
  • PFS

Exams passed

No exams in this record.

State registrations

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

Apella Wealth

Legal name: Apella Capital, LLC

$11.1BAssets managed
8,503Clients
101Advisers
12 yearsIn business

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
4475778
Firm CRD
171106
Advisor's SEC record (opens in a new tab)
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