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# Wealth management firm expands with new acquisition

## Apella Capital, LLC, DBA Apella Wealth Announces Acquisition of ClearLogic Financial, Inc.

### Building on their successful track record, Apella Capital, a wealth management firm based in Reston, VA, has recently welcomed ClearLogic Financial, Inc. to their team. This strategic move not only bolsters Apella’s regional presence but also enhances their ability to provide top-tier financial planning and investment management services.

#### ClearLogic Brings Extensive Wealth Management Expertise to Apella

##### Led by President Mark Atherton, ClearLogic specializes in offering comprehensive wealth management solutions to professionals and pre-retirees in various sectors. By teaming up with Apella, ClearLogic clients will benefit from an array of additional resources and advanced technological tools, enabling them to make more informed financial decisions.

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#### Strong Cultural Alignment and Growth Potential

Apella CEO Patrick Sweeny expressed excitement about the partnership, highlighting the alignment between the two firms’ commitment to evidence-based investing and client-centric values. Mark Atherton, ClearLogic’s leader, echoed this sentiment, emphasizing the cultural fit and the opportunity to focus more on client service with Apella’s support.

##### Continued Growth and Success

This acquisition marks Apella’s seventeenth strategic move and sixth since joining forces with Wealth Partners Capital Group. With the addition of ClearLogic, Apella’s assets under management will see a significant boost, approaching $464 million. The financial and legal details of the deal have not been disclosed publicly.

###### About Apella Wealth

Founded in 2014 by financial advisors Patrick Sweeny and David Connelly, Apella Wealth is dedicated to offering evidence-based investing solutions and comprehensive financial planning services. With headquarters in West Hartford, CT, Apella serves a diverse client base across the nation, managing over $3.84 billion in assets. Their team of experienced advisors is committed to building lasting client relationships and providing tailored financial advice.

##### About Wealth Partners Capital Group

Wealth Partners Capital Group is a leading financial services holding company that partners with and invests in prominent wealth management firms. Through strategic collaborations, WPCG empowers advisors to access enhanced business capabilities and tailored growth solutions.

#### Get in Touch

For more information about Apella Wealth and their recent acquisition, visit [www.apellawealth.com](www.apellawealth.com) or reach out to Michelle Margo, Director of Marketing, at [[email protected]](mailto:[email protected]) or 860-781-6558.

##### legal Disclaimer

Apella Wealth is an SEC-registered investment advisory firm operating in compliance with applicable regulations. This information is provided for general purposes and does not constitute personalized investment advice. Clients are advised to seek professional guidance tailored to their individual financial needs.

###### Source:
[Business Wire](https://www.businesswire.com/news/home/20240416988740/en/)

### Connect with Apella Wealth

To learn more about Apella Wealth and their services, please contact Michelle Margo, Director of Marketing, at [email protected] or call 860-781-6558.

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