Pbmares Wealth Management LLC
Williamsburg, VA·SEC-registered · CRD #116218
Pbmares Wealth Management LLC is an SEC-registered investment advisory firm in Williamsburg, VA managing $1.3B across 2.7k client accounts, with 14 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.3B
Client accounts
2.7k
Advisory staff
14
Fee model
Fee-based
How Pbmares Wealth Management LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Pbmares Wealth Management LLC
How much does Pbmares Wealth Management LLC manage?
Per its most recent SEC Form ADV filing (11/05/2025), Pbmares Wealth Management LLC reports $1.3B in regulatory assets under management across roughly 2.7k client accounts.
How does Pbmares Wealth Management LLC charge?
Pbmares Wealth Management LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Pbmares Wealth Management LLC a fiduciary?
Yes. Pbmares Wealth Management LLC is registered with the U.S. Securities and Exchange Commission (CRD #116218), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Pbmares Wealth Management LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Pbmares Wealth Management LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Pbmares Wealth Management LLC's public SEC Form ADV filing (CRD #116218, filed 11/05/2025). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Pbmares Wealth Management LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Pbmares Wealth Management LLC? Claim this profile.