On January 6, 2026, Apella Wealth announced that it acquired PBMares Wealth Management.
Apella Wealth (“Apella”) announced, on January 6, 2026, that it acquired PBMares Wealth Management (“PBMares”). Under the terms of the transaction, which closed on December 31, 2025, the PBMares team will join Apella. Further terms of the deal were not disclosed.
Apella, based in West Hartford, Connecticut, is a registered investment advisor offering financial advisory services to individual and institutional investors. Apella has approximately $10 billion in assets under management.
PBMares, based in Williamsburg, Virginia, is a registered investment advisor offering wealth management services. PBMares has approximately $1.7 billion in client assets.
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