RIA Intel›Advisers›Virginia›PBMARES WEALTH MANAGEMENT LLC

PBMARES WEALTH MANAGEMENT LLC

Advisory

N·WILLIAMSBURG, VA

Data as of Nov 11, 2024 · Source: SEC Form ADV

Total AUM

$1.3B

1-Year AUM Growth

+17.1%

3-Year CAGR

+15.7%

Employees

14

Assets Under Management

Total AUM$1.3B

Discretionary AUM$1.3B

Non-Discretionary AUM$2M

Discretionary %99.8%

Total Clients973

Team

Total Employees14

Investment Advisers22

Employee Growth (1Y)+23.1%

Filing History

Total Filings on Record66

First FilingOct 6, 2003

Latest FilingNov 11, 2024

🔒 Full AUM trend chart and 66 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PBMARES WEALTH MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.