PBMARES WEALTH MANAGEMENT LLC

WILLIAMSBURG, Virginia·4 registered advisors·CRD# 116218
SEC# 801-6242511757.229.7180
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
22
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PBMARES WEALTH MANAGEMENT LLC

4 registered advisors
Christine Gravelle
WILLIAMSBURG, Virginia
Daniel Joseph Bender
WILLIAMSBURG, Virginia
David Eugene Bush
WILLIAMSBURG, Virginia
Robert Lewis Klingensmith
WILLIAMSBURG, Virginia
05

Office Locations

WILLIAMSBURG, Virginia
4 advisors

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Data sourced from SEC Form ADV filings. PBMARES WEALTH MANAGEMENT LLC (CRD# 116218) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.