SEC Form ADV

PBMARES WEALTH MANAGEMENT LLC

Registered Investment AdviserVA
$1.3B
Assets Under Management
2,685
Total Clients
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Registration Details

Accession
CRD-116218
Location
WILLIAMSBURG, VA
Filing Date
November 5, 2025
AUM
$1.3B
Total Clients
2,685
Amendment
No

About this Adviser

PBMARES WEALTH MANAGEMENT LLC is a registered investment adviser headquartered in WILLIAMSBURG, VA, managing approximately $1.3B in assets across 2,685 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.