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William Suplee IV

Advisor at APELLA Wealth

Updated today
APELLA Wealth logo

Firm

APELLA Wealth

Location

Berwyn, PA 19312

Credentials

CFP®, CFA®, ChFC®

Industry experience

22 years

About

William Suplee IV is a CFP®, CFA®, and ChFC® with 22 years of industry experience. He is currently with Apella Wealth (Apella Capital, LLC) and has worked at Structured Asset Management, Inc. since 2003. Apella Wealth provides advisory services to a diverse client base, including individual investors, multi-generational families, corporations, retirement plans, and charitable and institutional entities. The firm employs a model-driven investment process that integrates internal quantitative methods with external managers and specialty modules, offering both automated and tax-aware portfolio solutions.

Client services

Based on APELLA Wealth

Financial planning Portfolio management

Expertise

Based on APELLA Wealth

Tax-loss harvesting Factor investing / smart beta ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on APELLA Wealth

Founder/Business Owner Retired

Fee options

Fixed

Financial planning fixed fees negotiated case-by-case, typically one-time unless ongoing services requested

Percentage

$0 - $500,000: $500,000+: up to 1.50% annually

Project-based

Financial planning services hourly fees range from $1,000 to $25,000 depending on complexity; ongoing annual fixed fee also available

Other

Account minimum: $500,000

Location

1205 Westlakes Drive, Suite 370

Berwyn, PA 19312

Most active in

Connecticut · Pennsylvania · Texas

Work history

Apella Capital, LLC

2022 - Present (4 years)

Structured Asset Management, Inc.

2003 - Present (23 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

John L

Series 65

Chadds Ford, PA

The Lyttle Company, LLC

John Lyttle III is President & CEO of The Lyttle Company LLC. In prior years, John served as Chief Operating Officer of Ogee Group LLC, a New York based Quantitative Hedge Fund. He went on to work on the Financial Planning & Analysis team at Vornado Realty Trust, one of the world's largest Real Estate Investment Trusts. John later was Senior Analyst to the Chief Financial Officer at Health Monitor Network, the leading Direct-to-Patient health education company. John has been acknowledged in a Wiley Finance Book Publication, "Advanced Equity Derivatives: Volatility and Correlation," for his contribution of many figures and problem solutions. He has been published in the Financial Times, The New York Times, and STEM Magazine and lectured at Johns Hopkins University on Black-Scholes and its use in pricing options. John holds an MS in Finance from Johns Hopkins University and a BS in Mathematics with a minor in Economics from Fordham University.

Active portfolio management Options & derivatives strategies
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Beth D

CFP®, Series 63

Malvern, PA

Plumtree Financial Planning

General tax planning General estate planning guidance Cash flow / budgeting

Ben S

CFP®

Malvern, PA

Ketwich Capital LLC

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

Charitable giving & philanthropy Wealth management Intergenerational Families Parents Married/Couples/Partners
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Eric T

Series 65

Wayne, PA

Acadia Investment Advisors LLC

Options & derivatives strategies Active portfolio management
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Damon G

Series 63, Series 65

West Chester, PA

Jura Investments, LLC

Private / alternative investments Active portfolio management Options & derivatives strategies
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Timothy C

CFP®, Series 63, Series 65

Malvern, PA

Copper Beech Advisors, LLC

General retirement planning Cash flow / budgeting Founder/Business Owner
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