Latest news with #DennisMarkway
Yahoo
25-06-2025
- Business
- Yahoo
Apella acquires Iowa RIA Iron Horse Wealth Management
Connecticut-based RIA Apella Wealth has acquired Iowa-based peer Iron Horse Wealth Management for an undisclosed sum. This marks the expansion of Apella's financial planning as well as investment management services into the Midwest region. It helps the firm set up a presence in Johnston, Iowa. The transaction adds $574m in assets to Apella's books. The firm managed $6.08bn in assets upon the deal's completion on 20 June 2025. Apella president Jim Scanlan said: 'This partnership represents a significant milestone in Apella's geographic expansion as we establish our first Midwest-based team. We are excited to welcome a highly respected firm, known for its unwavering commitment to clients, to Apella.' Iron Horse is a fee-only advisory firm offering financial planning and fiduciary guidance to individuals and families. As part of the deal, the complete Iron Horse team moved to Apella, with founder and president Dennis Markway becoming regional director. Iron Horse founder and president Dennis Markway said: 'We are overjoyed to join Apella, a team that holds itself to the highest ethical and fiduciary standards and shares our deep dedication to clients, employees, and communities. We are excited to collaborate, share expertise, and learn from our peers, knowing that together we can make a meaningful impact.' This deal represents Apella's 22nd acquisition and the 11th since its alliance with Wealth Partners Capital Group (WPCG), which invested in Apella in September 2021. "Apella acquires Iowa RIA Iron Horse Wealth Management" was originally created and published by Private Banker International, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site.
Yahoo
24-06-2025
- Business
- Yahoo
Apella Wealth Expands National Presence with Addition of Iron Horse Wealth Management, Adding $574 Million in AUM
WEST HARTFORD, Conn., June 24, 2025--(BUSINESS WIRE)--Apella Wealth ("Apella"), a financial advisory and wealth management firm serving individuals, families, and businesses, announced today that Iron Horse Wealth Management ("Iron Horse"), a registered investment adviser ("RIA"), has joined the firm. This partnership establishes Apella's presence in Johnston, IA, and extends the firm's financial planning and investment management services into the Midwest region. Led by Founder and President, Dennis Markway, Iron Horse is a fee-only advisory firm providing comprehensive financial planning and fiduciary guidance to individuals and families. The entire Iron Horse team will join Apella, and Dennis Markway will assume the role of Regional Director. "We are thrilled to welcome Iron Horse to the Apella team," said Patrick Sweeny, CEO of Apella. "We share a commitment to personalized, fiduciary advice, and we look forward to celebrating our collective growth and success." "This partnership represents a significant milestone in Apella's geographic expansion as we establish our first Midwest-based team," said Jim Scanlan, President of Apella. "We are excited to welcome a highly respected firm, known for its unwavering commitment to clients, to Apella." "We are overjoyed to join Apella, a team that holds itself to the highest ethical and fiduciary standards and shares our deep dedication to clients, employees, and communities," said Dennis Markway, Founder and President of Iron Horse. "We are excited to collaborate, share expertise, and learn from our peers, knowing that together we can make a meaningful impact." This marks Apella's 22nd transaction, and 11th since partnering with Wealth Partners Capital Group ("WPCG"), a financial services holding company that invested in Apella in September 2021. The transaction closed on June 20, 2025. As of closing, Apella has $6.08 billion in assets under management. About Apella Wealth Apella Wealth ("Apella"), founded in 2014 is a national RIA built around a select community of like-minded advisors who believe in Evidence-Based investing and detailed financial planning. Headquartered in West Hartford, CT, Apella offers a wide range of financial advisory services across multiple locations, spanning both coasts and serving thousands of individual and institutional investors. The firm's financial advisors are dedicated to building lifelong client relationships and providing "Advice for Life." For more information about Apella, please visit About Wealth Partners Capital Group Wealth Partners Capital Group ("WPCG") is a financial services holding company, which invests in and partners with select leading wealth management firms. WPCG assists its partner firms by identifying and integrating like-minded wealth advisers who seek access to expanded business capabilities, strategic growth and/or customized transition solutions. For more information, please visit Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission (SEC). The firm only transacts business in states where it is properly registered or excluded or exempted from registration requirements. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. The information here is provided for general information purposes only and should not be considered a recommendation or personalized investment advice. View source version on Contacts Media Contact Michelle MargoDirector of Marketingmmargo@ 860-781-6558 Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
24-06-2025
- Business
- Business Wire
Apella Wealth Expands National Presence with Addition of Iron Horse Wealth Management, Adding $574 Million in AUM
WEST HARTFORD, Conn.--(BUSINESS WIRE)--Apella Wealth ('Apella'), a financial advisory and wealth management firm serving individuals, families, and businesses, announced today that Iron Horse Wealth Management ('Iron Horse'), a registered investment adviser ('RIA'), has joined the firm. This partnership establishes Apella's presence in Johnston, IA, and extends the firm's financial planning and investment management services into the Midwest region. Led by Founder and President, Dennis Markway, Iron Horse is a fee-only advisory firm providing comprehensive financial planning and fiduciary guidance to individuals and families. The entire Iron Horse team will join Apella, and Dennis Markway will assume the role of Regional Director. 'We are thrilled to welcome Iron Horse to the Apella team,' said Patrick Sweeny, CEO of Apella. 'We share a commitment to personalized, fiduciary advice, and we look forward to celebrating our collective growth and success.' 'This partnership represents a significant milestone in Apella's geographic expansion as we establish our first Midwest-based team,' said Jim Scanlan, President of Apella. 'We are excited to welcome a highly respected firm, known for its unwavering commitment to clients, to Apella.' 'We are overjoyed to join Apella, a team that holds itself to the highest ethical and fiduciary standards and shares our deep dedication to clients, employees, and communities,' said Dennis Markway, Founder and President of Iron Horse. 'We are excited to collaborate, share expertise, and learn from our peers, knowing that together we can make a meaningful impact.' This marks Apella's 22 nd transaction, and 11 th since partnering with Wealth Partners Capital Group ('WPCG'), a financial services holding company that invested in Apella in September 2021. The transaction closed on June 20, 2025. As of closing, Apella has $6.08 billion in assets under management. About Apella Wealth Apella Wealth ('Apella'), founded in 2014 is a national RIA built around a select community of like-minded advisors who believe in Evidence-Based investing and detailed financial planning. Headquartered in West Hartford, CT, Apella offers a wide range of financial advisory services across multiple locations, spanning both coasts and serving thousands of individual and institutional investors. The firm's financial advisors are dedicated to building lifelong client relationships and providing 'Advice for Life.' For more information about Apella, please visit About Wealth Partners Capital Group Wealth Partners Capital Group ("WPCG") is a financial services holding company, which invests in and partners with select leading wealth management firms. WPCG assists its partner firms by identifying and integrating like-minded wealth advisers who seek access to expanded business capabilities, strategic growth and/or customized transition solutions. For more information, please visit Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission (SEC). The firm only transacts business in states where it is properly registered or excluded or exempted from registration requirements. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. The information here is provided for general information purposes only and should not be considered a recommendation or personalized investment advice.
