Apella Wealth

Chicago, Illinois

Call (312) 722-6760 Visit website →

About

Apella Wealth is a financial advisory firm with principals and advisors holding CFP® and CPA credentials. The firm serves clients on investment management, retirement planning, education savings, and taxation matters, with stated expertise in values-based financial guidance and family wealth dynamics. The team includes Nick Levinson (CFP®, Senior Partner with experience since 1998), Tom Levinson (co-founder with background in family business advisory), Richard Backer (CPA, Senior Advisor), and Samantha Ngooi (CFP®, Investment Advisor Representative).

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
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