DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Matthew Marrella

Apella Wealthindependent RIAWyomissing, Pa IA-onlyIAPD 7158944

Feed of 09/14/2026

Also filed as Matthew Paul Marrella

At current firm

1 y

since Mar 28, 2025

In the industry

12 y

since Jun 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Apella Wealth independent RIA current
since Mar 28, 2025 · Wyomissing, Pa
Marrella Private Wealth, LLC former
Feb 3, 2025 to Mar 28, 2025 · Wyomissing, Pa
Mycio Wealth Partners, LLC independent RIA
Mar 14, 2024 to Feb 25, 2025 · Philadelphia, Pa
Vanguard Advisers, Inc. BD affiliated
Jul 27, 2022 to Jul 6, 2023 · Malvern, Pa
Raymond James Financial Services Advisors, Inc BD affiliated
Sep 29, 2020 to Jul 26, 2022 · Wyomissing, Pa

Moves

a registration end followed by a registration begin elsewhere

Marrella Private Wealth, LLC to Apella Wealth
left Mar 28, 2025, registered Mar 28, 2025 (0 days) · RIA to RIA · moved with a team
Mycio Wealth Partners, LLC to Marrella Private Wealth, LLC
left Feb 25, 2025, registered Feb 3, 2025 (-22 days) · RIA to RIA
Vanguard Advisers, Inc. to Mycio Wealth Partners, LLC
left Jul 6, 2023, registered Mar 14, 2024 (252 days) · Affiliated broker-dealer or bank to independent RIA
Raymond James Financial Services Advisors, Inc to Vanguard Advisers, Inc.
left Jul 26, 2022, registered Jul 27, 2022 (1 days) · Affiliated broker-dealer or bank to another

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address