Unclaimed Profile

Daniel Joseph Bender

PBMARES WEALTH MANAGEMENT LLC·WILLIAMSBURG, Virginia

Clean record24 years registeredPBMARES WEALTH MANAGEMENT LLC

4801 COURTHOUSE STREET, WILLIAMSBURG, VA 23188CRD# 4583683Firm CRD# 116218

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Joseph Bender · WILLIAMSBURG, VA

Registration

CRD #4583683 · PBMARES WEALTH MANAGEMENT LLC · 24 years registered

Brand Profile

Not yet started

Career History

APELLA WEALTH

Jan 2026 – present

PBMARES WEALTH MANAGEMENT LLC

Jan 2013 – Dec 2025

FREDERICKSBURG, VA

PBGH FINANCIAL ADVISORS, INC.

Oct 2001 – Jan 2013

FREDERICKSBURG, VA

Registrations & Exams

Registration record

First registered · October 4, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PBMARES WEALTH MANAGEMENT LLC

CRD 116218 · SEC 801-62425

AUM

$1.1B

Regulatory assets under management

Employees

2,421 client accounts

Services offered by PBMARES WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PBMARES WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Joseph Bender offer?

Daniel Joseph Bender specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSBURG, Virginia for a consultation.

What are Daniel Joseph Bender's credentials?

Daniel Joseph Bender is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Joseph Bender located?

Daniel Joseph Bender is based in WILLIAMSBURG, Virginia, working with PBMARES WEALTH MANAGEMENT LLC. Their office serves clients in the WILLIAMSBURG metropolitan area and surrounding communities.

How does Daniel Joseph Bender charge for services?

Daniel Joseph Bender's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PBMARES WEALTH MANAGEMENT LLC?

PBMARES WEALTH MANAGEMENT LLC has approximately 22 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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