Apella Wealth Welcomes Park Piedmont Advisors Establishing Presence in Chicago and Adding over $1 Billion in AUM

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WEST HARTFORD, Conn.--(BUSINESS WIRE)--Sep 2, 2025--

Apella Wealth (“Apella”), a financial advisory and wealth management firm serving individuals, families, and businesses, announced today that Park Piedmont Advisors (“Park Piedmont”), a respected Chicago and San Francisco Bay area advisory firm, has joined Apella.

Established in 2003, Park Piedmont is a fee-only advisory firm led by Nick and Tom Levinson (and co-founded by Nick and their late father, Victor). The firm is recognized for its personalized approach to investment management and financial planning. By joining Apella, Park Piedmont’s clients will gain access to expanded resources while maintaining their trusted relationships.

“The addition of Park Piedmont is an exciting step in our growth,” said Jim Scanlan, President of Apella. “Their reputation for thoughtful advice and long-term client relationships aligns perfectly with our mission.”

Pat Sweeny, CEO of Apella, added, “We are thrilled to welcome Park Piedmont to Apella. Their dedication to helping clients achieve financial clarity mirrors our own, and together we are strengthening the expertise we deliver nationwide.”

“Park Piedmont is excited to join Apella,” said Nick Levinson. “My brother Tom and I believe our two firms are closely aligned in how we care for our clients and staff, as well as in our investment approach. Throughout this process, we’ve found Apella to be professional and collaborative, and we look forward to the next phase of our partnership.”

This marks Apella’s 24 th transaction overall, and 13 th since partnering with Wealth Partners Capital Group (“WPCG”), a financial services holding company that invested in Apella in September 2021.

“It’s exciting to see Apella’s momentum in new markets this year,” said Madison Snider, Director at WPCG. “Park Piedmont represents Apella’s entry into Chicago and its second acquisition in the Midwest this year, a meaningful milestone that furthers the firm’s national growth strategy.”

The deal closed on August 29, 2025. As of closing, Apella has over $8 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 www.apellawealth.com.

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 www.wealthpcg.com.

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.

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SOURCE: Apella Wealth

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PUB: 09/02/2025 06:00 AM/DISC: 09/02/2025 06:00 AM

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