Apollon Wealth Management Adds Sage Advisors to Expand Midwest Footprint

Apollon Wealth Management Adds Westside Wealth Management Team

August 17, 2022

Wealth Management

Apollon Wealth Management announced the addition of the Westside Wealth Management team, led by Seth Radow, Luke Dillon and Kirk Aguer, with offices in Los Angeles, California and Nashville, Tennessee. The Westside team, formerly with Raymond James, joins Apollon to provide wealth management and fiduciary services to high-net-worth individuals, multi-generational families and corporate retirement plans.

Wealthspire Advisors Acquires Sage Financial Advisors

November 29, 2022

Wealth Management

Wealthspire Advisors LLC (an NFP company) signed an agreement to acquire Sage Financial Advisors, Inc., a Nevada-based registered investment advisor that manages approximately $194 million in assets and maintains an office in Reno. The deal expands Wealthspire’s presence in the western U.S.; the transaction is expected to close in Q4 2022, subject to customary approvals.

Apella Wealth Acquires Young Wealth Management

December 13, 2024

Financial Services

Apella Wealth, a national RIA headquartered in West Hartford, Connecticut, has acquired Young Wealth Management, a Davis, California-based registered investment adviser with $144 million in AUM. The deal, which closed December 13, 2024, expands Apella's West Coast presence and is the firm’s twentieth acquisition and ninth since partnering with Wealth Partners Capital Group.

Apollon Wealth Management Adds Chornyak & Associates

June 23, 2025

Wealth Management

Apollon Wealth Management, LLC announced that Chornyak & Associates, a Columbus-based financial planning firm, is joining its national advisory platform, marking Apollon's expansion into Ohio. The Chornyak team of 14 professionals will continue serving individuals, families, and business owners while leveraging Apollon’s resources and Goldman Sachs Custody Solutions for client asset custody.

Apella Wealth Acquires Park Piedmont Advisors

August 29, 2025

Financial Services

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.

Apella Wealth Acquires Independence Wealth Advisors

June 30, 2025

Financial Services

Apella Wealth has onboarded Independence Wealth Advisors, a fee-only RIA founded by Kathleen Duffy, adding $207 million of AUM. The deal closed on June 30, 2025, expanding Apella's presence in the Washington, D.C. region and bringing additional advisory capability to its employee-owned RIA platform.