Apella acquires PBMares Wealth Management

Apella Wealth has purchased the wealthiness absorption limb of PBMares, with operations based successful Williamsburg, Virginia.

Financial specifics of the woody stay undisclosed.

PBMares Wealth Management is an autarkic registered concern advisory firm, with a absorption connected “personalised” fiscal advice.

The acquisition is expected to supply Apella with further resources and readying capableness and brings successful caller unit to enactment lawsuit services.

Apella president Jim Scanlan said: “We are thrilled for the PBMares wealthiness squad to articulation Apella and to proceed a strategical narration with PBMares LLP.

“Their client-first doctrine mirrors Apella’s and they person a inheritance of wealthiness advisory and CPA expertise which strengthens the firm.”

This is Apella’s 25th acquisition wide and its 14th since Wealth Partners Capital Group (WPCG), a fiscal services holding company, invested successful the steadfast successful September 2021.

With the transaction, Apella is approaching $10bn successful assets nether management.

PBMares CEO Harvey Johnson said: “We are arrogant to assistance our clients navigate life’s astir important milestones. This adjacent section brings much robust resources and a caller sanction for the wealthiness absorption division, and our clients volition enactment with the aforesaid squad they trust. We look guardant to maintaining a narration with Apella going forward.”

In September 2025, Park Piedmont Advisors joined Apella.

Park Piedmont, founded successful 2003, operates arsenic a fee-only advisor and is known for its absorption connected personalised concern absorption and fiscal planning.

"Apella acquires PBMares Wealth Management " was primitively created and published by Private Banker International, a GlobalData owned brand.

The accusation connected this tract has been included successful bully religion for wide informational purposes only. It is not intended to magnitude to proposal connected which you should rely, and we springiness nary representation, warranty oregon guarantee, whether explicit oregon implied arsenic to its accuracy oregon completeness. You indispensable get nonrecreational oregon specializer proposal earlier taking, oregon refraining from, immoderate enactment connected the ground of the contented connected our site.