PBMARES WEALTH MANAGEMENT LLC
Williamsburg, VA
AUM
$1.30B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
757.229.7180
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in VA, WILLIAMSBURG
7 advisers found
BAY RIVERS GROUP WEALTH PARTNERS
Williamsburg, VA
AUM
$326.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(757) 259-2450
TENZING FINANCIAL LLC
Williamsburg, VA
AUM
$231.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(757) 703-0030
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.
Williamsburg, VA
AUM
$213.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
757-645-9252
JOSS BROWN WEALTH ADVISORS
Williamsburg, VA
AUM
$162.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
757-903-2127
HISTOR INVESTING, LLC
Williamsburg, VA
AUM
$28.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(757) 808-5153
CAPITOL LANDING WEALTH
Williamsburg, VA
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
757-427-4000