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Michael Vincent Femia

Apella Wealth

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About Michael Vincent Femia

Michael Femia is a Registered Investment Advisor Representative with Apella Wealth. Michael has been working in the financial industry since 2014 and has experience with providing financial planning and portfolio management services for individuals, corporations and other businesses. Michael has a series 65 license. Michael has been with Apella Wealth since April 2024. Before that, Michael worked at The Wilder Companies, College Funding Services, The Dolphin Yacht Club, The Dartmouth Company, Miami University and Pingree School. Michael also spent time studying at American University of Rome.

Firm Information

Michael Femia is currently registered with Apella Wealth. Apella Wealth is an investment advisor registered with the SEC and based in West Hartford, CT. With a team of over 40 investment advisor representatives, they manage approximately $3.35 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Apella Wealth specializes in financial planning and portfolio management.
Apella Wealth

65 MEMORIAL DRIVE

WEST HARTFORD, CT 06107

$3.35B

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee for financial planning services. fees for technology.

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Michael Femia’s Registration & Firm History

CT

10/17/2024 - Present

Apella Wealth (WEST HARTFORD CT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Vincent Femia.
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