Unclaimed Profile

David Eugene Bush

PBMARES WEALTH MANAGEMENT LLC·WILLIAMSBURG, Virginia

Clean record22 years registeredPBMARES WEALTH MANAGEMENT LLC

4801 COURTHOUSE STREET, WILLIAMSBURG, VA 23188CRD# 4475778Firm CRD# 116218

Profile Verification

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

Identity

David Eugene Bush · WILLIAMSBURG, VA

Registration

CRD #4475778 · PBMARES WEALTH MANAGEMENT LLC · 22 years registered

Brand Profile

Not yet started

Career History

APELLA WEALTH

Jan 2026 – present

PBMARES WEALTH MANAGEMENT LLC

Jun 2004 – Dec 2025

WILLIAMSBURG, VA

Registrations & Exams

Registration record

First registered · June 24, 2004

Years registered · 22

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 David Eugene Bush offer?

David Eugene Bush specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSBURG, Virginia for a consultation.

What are David Eugene Bush's credentials?

David Eugene Bush is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Eugene Bush located?

David Eugene Bush 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 David Eugene Bush charge for services?

David Eugene Bush'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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