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Pbmares Wealth Management LLC

● SEC registered since 2003CRD 116218SEC# 801-62425Fairfax, VA
Export (members)
Reg. AUM
—
Employees
4
Accounts
—
Location
Fairfax, VA

Pbmares Wealth Management LLC assets under management

Pbmares Wealth Management LLC operates as an SEC-registered investment adviser based in Fairfax, VA. The firm has been registered since 2003. It employs 4 people.

Pbmares Wealth Management LLC owners & executives

4 reported
NameTitleOwnershipSince
Harvey L. JohnsonMember5-10%2026
Lynn Marie Eller ControlMember And Chief Compliance OfficerUnder 5%2026
Michael Allan GarberMember5-10%2026
Thomas Burton HealyMember5-10%2026

Frequently asked questions

How many employees does Pbmares Wealth Management LLC have?

Pbmares Wealth Management LLC reports 4 employees.

Where is Pbmares Wealth Management LLC located?

Pbmares Wealth Management LLC is based in Fairfax, VA and has been SEC-registered since 2003.

Does Pbmares Wealth Management LLC disclose fund performance?

Pbmares Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4114 Legato Rd, 5th Floor, Fairfax, VA 22033
Phone757.229.7180
Fax757.229.5452
Office hours8:30 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.3B▲ 15%
Jan '25 — $1.14BFeb '25 — $1.14BMar '25 — $1.3BApr '25 — $1.3BMay '25 — $1.3BJun '25 — $1.3BJul '25 — $1.3BAug '25 — $1.3BSep '25 — $1.3BOct '25 — $1.3BNov '25 — $1.3BDec '25 — $1.3BJan '26 — $1.3BFeb '26 — $1.3BMar '26 — $1.3BApr '26 — $1.3BMay '26 — $1.3BJun '26 — $1.3BJul '26 — $1.3BAug '26 — $1.3B
Jan '25Form ADV, monthlyAug '26

How this firm compares

EmployeesTop 69%
More than 31% of 16,804 advisers