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PBMARES WEALTH MANAGEMENT LLC
CRD 116218 · SEC 801-62425
4801 COURTHOUSE STREET, SUITE 128, WILLIAMSBURG, VA, 23188, United States
Phone
757.229.7180
Fax
757.229.5452
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.30B
Discretionary AUM
$1.30B
Team
22 total employees; 14 advisory reps; 4 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-11-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 652 | $216.5M |
| High net worth individuals | 314 | $1.07B |
| Corporations/business entities | 7 | $6.1M |
States served
CO
All web addresses on file
Official SEC filing: View on IAPD