Roxana Maria Butnar
Investment adviser representative at Apella Wealth
13 yearsExperience
3 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
13 years in the industry.
- Apella WealthNov 2021 to now
- Apella Capital, LLCJan 2021 to now
- Vestory, LLCFeb 2018 to Dec 2020
- UnemployedOct 2017 to Jan 2018
- Icehouse CryotherapykOct 2016 to Sep 2017
- University of WashingtonSep 2013 to Jun 2017
- Lochmoor Adult Family HomeJun 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7449516
- Firm CRD
- 171106