Maridea Wealth Management has acquired Colorado-based advisory firm Hoot Wealth in a move that unites Hoot’s entrepreneurial leadership and investment expertise with Maridea’s expanding national infrastructure and long-term capital resources.
As part of the transaction, Hoot founders Nick Crow and Bryan Hinmon, industry veterans known for launching and scaling Motley Fool Wealth Management from inception to more than $2.3 billion in assets, will join Maridea’s executive leadership team. They reunite with former Motley Fool colleague Sean Sun, now President of Maridea, and Tom Jacob, a former Motley Fool portfolio manager currently serving on Maridea’s investment team.
Crow and Hinmon established Hoot with a focus on fiduciary advice, rigorous investment research, and delivering thoughtful, client-centered portfolios.
“What excites me most is building a firm where clients are central to thoughtful planning, serious investing, and an experience that feels personal, approachable and even a little fun,” said Crow.
Hoot team members Michael Padilla and Jared Chase will also join Maridea. The acquisition strengthens Maridea’s presence in the mountain states and aligns with its strategy to integrate top industry talent under a modern, unified wealth management platform.
“M&A is only as good as the people behind it,” said Mier Wang, Founder and CEO of Maridea.
