Belinda Louise Ramberg

Apella Wealth

5 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation Planning

Apella Wealth

Compensation

Fee-Only (AUM)

Firm Size

68 advisors

Number of Clients

3,976 clients

Average Client Portfolio

$1.2M average

Assets Under Management

$4.7B

Fee Structure

Minimum Investment:$500K

Location

65 Memorial Drive, Suite C340, West Hartford, CT, 06107

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Apella Wealth

April 2024 - Present · 1 yr 10 mos

Previous Registrations

Clearlogic Financial, INC.

June 2023 - May 2024 · 11 mos

Alexandria Financial Associates, LTD.

July 1999 - October 2002 · 3 yrs 3 mos

State Registrations2 states

CTVA

Advisor

Exams

No exam information available for this advisor.