Apella Wealth Acquires Park Piedmont Advisors
August 29, 2025
Apella Wealth has acquired Park Piedmont Advisors, a fee-only advisory firm led by brothers Nick and Tom Levinson, adding over $1 billion in AUM and establishing Apella’s presence in Chicago. The deal is an add-on to Apella’s platform (which is partnered with Wealth Partners Capital Group) and expands Apella’s national footprint and resources for Park Piedmont’s clients.
- Buyers
- Apella Wealth
- Targets
- Park Piedmont Advisors
- Platforms
- Apella Wealth
- Industry
- Financial Services
- Location
- Illinois, United States
- Transaction Type
- Addon
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