SEO URLwww.firestrike.ai/deals/pbmares-wealth-management-apella-acquisition-2026
acquisitionAnnounced · Jan 7, 2026Investment AdvisorySource · CredibleArticle · Factual
Apella acquires PBMares Wealth Management
David Najork · Founding Software Engineer
Published · Updated · 1 min read
Deal value
—
Target
PBMares Wealth Management
Baltimore, Maryland
Acquirer
Apella
Full Acquisition
Status
Announced
Apella agreed to acquire PBMares Wealth Management. Reported deal value: Undisclosed. Status: Announced. Sector: Investment Advisory. Target headquarters context: Baltimore, Maryland, United States.
This page summarizes publicly available information about the transaction as of 2026-01-07. Figures and status may change as filings and press coverage update.
Wed, January 7, 2026 at 1: 12 PM GMT+1 1 min read Apella Wealth has purchased the wealth management arm of PBMares , with operations based in Williamsburg, Virginia
Deal timeline
Announced
Jan 7, 2026 · finance.yahoo.com
Additional milestones (proxy, vote, close) appear as filings and press updates are indexed.
Sector context
This transaction is classified in Investment Advisory. Figures and status may change as sources update.
Sources: finance.yahoo.com · Primary article · FireStrike proprietary index