Pbmares Wealth Management LLC
● SEC registered since 2003CRD 116218SEC# 801-62425Williamsburg, VA
Reg. AUM
$1.3B
Employees
22
Accounts
2,685
Location
Williamsburg, VA
Pbmares Wealth Management LLC assets under management
Pbmares Wealth Management LLC operates as an SEC-registered investment adviser based in Williamsburg, VA. The firm has been registered since 2003. It reports $1.3 billion in regulatory assets under management and employs 22 people.
Pbmares Wealth Management LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christine Gravelle Control | Director / Wealth Operations | Under 5% | 2024 |
| Daniel Joseph Bender Control | Managing Director | Under 5% | 2013 |
| Pbmares, LLP Control | Member | Over 75% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Pbmares Wealth Management LLC manage?
Pbmares Wealth Management LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Pbmares Wealth Management LLC have?
Pbmares Wealth Management LLC reports 22 employees.
Where is Pbmares Wealth Management LLC located?
Pbmares Wealth Management LLC is based in Williamsburg, 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
| Address | 4801 Courthouse Street, Suite 128, Williamsburg, VA 23188 |
| Phone | 757.229.7180 |
| Fax | 757.229.5452 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.3B▲ 15%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$1.3Bregulatory AUM
Discretionary $1.3BNon-discretionary $2.4M