On December 4th, 2025, Motley Fool Wealth Management, LLC (“Fool Wealth”) announced that it has signed an agreement to join the growing national organization of Apollon Wealth Management, LLC (“Apollon”). This strategic expansion will give Fool Wealth’s existing clients access to a greater range of financial planning offerings, as well as a broad array of investment vehicles through open architecture platforms. It will also add to Apollon’s advisor base as the firm grows its presence in some of the nation’s largest financial markets.
The transaction, subject to customary closing conditions, is expected to close in the first quarter of 2026.
Motley Fool Wealth Management is a registered investment advisor established in 2014 and currently manages approximately $1.5 billion in client assets. Its namesake and sister company, The Motley Fool, LLC, was created more than 30 years ago, offering investment advice and stock recommendations to investors worldwide through its subscription-based newsletter services. To help busy individuals and families outsource the work of “Foolish” investing to a professional team, Fool Wealth was born and has expanded its investing and financial planning solutions ever since.
President Megan Brinsfield, CFP®, CPA and her team expect to launch a new chapter of growth and enhanced client experience through the Apollon acquisition. Clients who seek comprehensive financial guidance and tools, including advanced estate and tax strategies, comprehensive risk management, retirement and philanthropic planning, and business advisory services, will have more robust planning services to choose from.
Gilbert Dychiao
Title:Co-Head of Investment Banking, Head of Financial Institutions Group and Managing Director
Matthew Tancredi
Title:Associate
Alec Azar
Title:Senior Analyst
Teresa Markiewicz
Title:Analyst
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