William Z. Suplee

APELLA WEALTH

Berwyn, PA 19312

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CRD#: 4744206

Professional summary

William Zerns Suplee IV, AIF®, CFP®, ChFC®, who also goes by Bill Suplee, is a registered financial advisor currently at APELLA WEALTH located in Berwyn, Pennsylvania.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. William has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Suplee

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Member of investment committee for Efficient Advisors, LLC located at 1801 Market Street, Philadelphia, PA 19103, a turn key asset management provider (TAMP) since October 2010. Spend 4-10 hours per month providing investment due diligence and periodic investment presentations at conferences. Periodically, I act as an exam grader for the CFA Institute in Charlottesville, VA. This is a one week assignment.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Zerns Suplee IV's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2003

ChFC^®

Chartered Financial Consultant

Experience

Current

October 5, 2022 - Present

APELLA WEALTH

Office #1: 1205 Westlakes Drive Suite 100, Berwyn, PA 19312

RIA

CRD#: 171106

Berwyn, PA

Past

March 15, 2004 - November 16, 2022

STRUCTURED ASSET MANAGEMENT, INC.

RIA

CRD#: 129796

PHOENIXVILLE, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

APELLA WEALTH

APELLA CAPITAL | APELLA WEALTH | APELLA CAPITAL, LLC

CRD#: 171106 / SEC#: 801-79650

RIA

Registered Investment Advisory firm - (4/29/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(10/5/2022)

IAR

Pennsylvania
(10/5/2022)

IAR

Texas
(6/18/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

APELLA WEALTH

APELLA CAPITAL | APELLA WEALTH | APELLA CAPITAL, LLC

CRD#: 171106 / SEC#: 801-79650

RIA

Registered Investment Advisory firm - (4/29/2014 Approved)

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Contact information

Main Address

65 Memorial Drive Suite C340, West Hartford, CT 06107

Mailing Address

Phone number

(860) 785-2260

Established

Firm type

Fiscal year end

# of Employees

140

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APELLA WEALTH PART 2A OCTOBER 2025 (10/28/2025)

Regulatory assets under management

Total Number of Accounts	19,172
AUM (Assets Under Management)	$ 7,953,076,688

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/24/2025	Cover Page	Report
03/29/2024	Cover Page	Report
04/30/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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William Z. Suplee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Zerns Suplee IV's CRS (Customer Relationship Summary).

Certified licenses

Experience

APELLA WEALTH

STRUCTURED ASSET MANAGEMENT, INC.

Primary Firm SEC Registration

APELLA WEALTH

State Registrations and Notice Filings

Exams

Current Firm

APELLA WEALTH

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

APELLA WEALTH

TRUST BUT VERIFY

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