Andy Li
Investment adviser representative at Apella Wealth
12 yearsExperience
2 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
12 years in the industry.
- Apella WealthSep 2026 to now
- Morris Financial ConceptsDec 2024 to Sep 2026
- Endurance Planning GroupMay 2022 to Aug 2022
- University of GeorgiaAug 2021 to Dec 2021
- New ChinaJan 2020 to Nov 2024
- University of GeorgiaJan 2020 to Apr 2020
- Full-time EducationAug 2018 to Aug 2023
- Full-time EducationDec 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7559262
- Firm CRD
- 171106