Edward Stuart Richter
Investment adviser representative at Apella Wealth
27 yearsExperience
3 statesRegistered in
PFSDesignation
$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
27 years in the industry.
- Apella WealthMar 2017 to now
- Apella Capital, LLCOct 2016 to now
- Symmetry Partners, LLCOct 2016 to Feb 2019
- Ws Securities IncorporatedJan 2001 to Mar 2017
- Arc Investment Planning & Management IncSep 1999 to Mar 2017
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (CT, MA, TX).
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
- 4517676
- Firm CRD
- 171106