Austin J Eason
Investment adviser representative at Apella Wealth
11 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
11 years in the industry.
- Apella WealthDec 2025 to now
- Pbmares Wealth Management LLCFeb 2023 to Dec 2025
- UnemployedSep 2022 to Feb 2023
- Robertson, Anshutz, Schneid, Crane & Partners, PllAug 2018 to Sep 2022
- Unemployed. Studying for and Took Lsat.Dec 2017 to Aug 2018
- Student At the University of GeorgiaJan 2015 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CT, VA).
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
- 7963589
- Firm CRD
- 171106