Mitchell Jon Ewart
Investment adviser representative at Apella Wealth
19 yearsExperience
3 statesRegistered in
$11.1BFirm assets
12 yearsFirm in business
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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
19 years in the industry.
- Apella WealthJan 2021 to now
- Vestory, LLCMar 2018 to Dec 2020
- Pruco Securities, LLCNov 2007 to Jan 2018
- The Prudential Insurance Company of AmericaNov 2007 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 3 states (CT, TX, WA).
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
- 5450366
- Firm CRD
- 171106