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RIA / WealthAdvisor12 years in industry

MATTHEW MARRELLA

Advisor at APELLA WEALTH

Wyomissing, PA | WEST HARTFORD, CT

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Search this name across graphsid dfx:ria:8af4effc-0cc6-e478-c90b-ca3b2b4b73cd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Sep 29, 2020 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: APELLA WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Sep 26, 2020
First registration: Sep 29, 2020
Dual registered: no
Other names: MATTHEW PAUL MARRELLA
IAPD individual key: 7158944

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
APELLA WEALTH	Independent wealth	Mar 28, 2025	n/a	yes	Wyomissing, PA\|WEST HARTFORD, CT	Current employment
MARRELLA PRIVATE WEALTH, LLC	Former SEC adviser	Feb 3, 2025	Mar 28, 2025	no	WYOMISSING, PA	Previous registration
MYCIO WEALTH PARTNERS, LLC	Independent wealth	Mar 14, 2024	Feb 25, 2025	no	PHILADELPHIA, PA	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Jul 27, 2022	Jul 6, 2023	no	Malvern, PA	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Sep 29, 2020	Jul 26, 2022	no	Wyomissing, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MARRELLA PRIVATE WEALTH, LLC	APELLA WEALTH	Mar 28, 2025	Mar 28, 2025	0	Firm change	RIA to RIA
MYCIO WEALTH PARTNERS, LLC	MARRELLA PRIVATE WEALTH, LLC	Feb 25, 2025	Feb 3, 2025	-22	Firm change	RIA to RIA
VANGUARD ADVISERS, INC.	MYCIO WEALTH PARTNERS, LLC	Jul 6, 2023	Mar 14, 2024	252	Firm change	Ibd to RIA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	VANGUARD ADVISERS, INC.	Jul 26, 2022	Jul 27, 2022	1	Firm change	Ibd to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
327397:171106:PA:2025-03-28	Mar 28, 2025	Mar 28, 2025	WYOMISSING, PA	Firm change

Relationships

Registered with (5)

→ APELLA WEALTHRegistered adviserregistration: current employment
Mar 28, 2025 to presentfactForm ADV
→ MARRELLA PRIVATE WEALTH, LLCRegistered adviserregistration: previous registration
Feb 3, 2025 to Mar 28, 2025factForm ADV
→ MYCIO WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Mar 14, 2024 to Feb 25, 2025factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Jul 27, 2022 to Jul 6, 2023factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Sep 29, 2020 to Jul 26, 2022factForm ADV

Dated events

Occurred
Mar 28, 2025
Advisor changed firm
Matthew Marrella left Marrella Private Wealth, Llc for Apella Wealth (registered 2025-03-28)
Form ADVobserved 4 days ago
Occurred
Feb 25, 2025
Advisor changed firm
Matthew Marrella left Mycio Wealth Partners, Llc for Marrella Private Wealth, Llc (registered 2025-02-03)
Form ADVobserved 4 days ago
Occurred
Jul 6, 2023
Advisor changed firm
Matthew Marrella left Vanguard Advisers, Inc. for Mycio Wealth Partners, Llc (registered 2024-03-14)
Form ADVobserved 4 days ago
Occurred
Jul 26, 2022
Advisor changed firm
Matthew Marrella left Raymond James Financial Services Advisors, Inc for Vanguard Advisers, Inc. (registered 2022-07-27)
Form ADVobserved 4 days ago