Overview
Assets Under Management: $1.3 billion
Headquarters: WILLIAMSBURG, VA
High-Net-Worth Clients: 314
Average Client Assets: $3 million
Frequently Asked Questions
PBMARES WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116218), PBMARES WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
PBMARES WEALTH MANAGEMENT LLC is headquartered in WILLIAMSBURG, VA.
PBMARES WEALTH MANAGEMENT LLC serves 314 high-net-worth clients according to their SEC filing dated November 05, 2025. View client details ↓
According to their SEC Form ADV, PBMARES WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
PBMARES WEALTH MANAGEMENT LLC manages $1.3 billion in client assets according to their SEC filing dated November 05, 2025.
According to their SEC Form ADV, PBMARES WEALTH MANAGEMENT LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 314
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.26
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,685
Discretionary Accounts: 2,677
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 116218
Filing ID: 2025662
Last Filing Date: 2025-11-05 17:38:05
Website: 11