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Accounting practice PBMares divests wealth management unit to Apella
Yahoo Finance· 2026-01-07 14:35
PBMares, a US-based public accounting and consulting practice, has divested its wealth management unit, PBMares Wealth Management, to Apella Wealth (Apella). Financial details of the deal were not divulged. PBMares CEO Harvey Johnson said: “We are proud to help our clients navigate life’s most significant milestones. “This next chapter brings more robust resources and a new name for the wealth management division, and our clients will work with the same team they trust. We look forward to maintaining a ...