Apella Wealth acquires PBMares Wealth Management with $1.7B in assets
Williamsburg, VA
Summary
Apella Wealth acquired PBMares Wealth Management, the $1.7 billion wealth division of accounting firm PBMares based in Williamsburg, Virginia.
Sources
2  Business Wire | Wealth Management Division of PBMares Joins Apella Wealth, Expanding Mid‑Atlantic Presence and Bringing AUM Close to $10 Billion · January 6, 2026 |
 Wealth Management | Mariner, Apella Wealth Announce $1.7B+ Deals · January 6, 2026 |
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