Nathan Edward White
Investment adviser representative at Apella Wealth
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Apella WealthSep 2026 to now
- Morris Financial ConceptsJan 2026 to Sep 2026
- Falconbridge Property ServicesDec 2024 to Dec 2025
- Down To Earth LandscapingJul 2024 to Dec 2024
- Wildes Financial StrategiesApr 2024 to Jul 2024
- Coastal Financial Planning GroupAug 2019 to Apr 2024
- Down To Earth LandscapingMar 2019 to Aug 2019
- Modern Woodmen of AmericaFeb 2018 to Mar 2019
- Riverside Landscape ServicesJan 2015 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (CT, SC).
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
- 7181140
- Firm CRD
- 171106