LP Profile

PBMares Wealth Management

Also known as pbmares wealth

Wealth ManagerWilliamsburg, United StatesFounded 1999
$1.0B
Assets Under Management
Williamsburg
Headquarters
Investment Focus

About PBMares Wealth Management

When it comes to your financial future, what keeps you up at night? At PBMares Wealth Management, we understand that everyone has concerns and wants to do the right thing to ensure a financially secure future.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to PBMares Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.3B
Total Clients
2,685
Filing Date
November 5, 2025
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to PBMares Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is PBMares Wealth Management?

PBMares Wealth Management is a wealth manager based in Williamsburg, United States, managing approximately $1.0B in assets.

Where is PBMares Wealth Management headquartered?

PBMares Wealth Management is headquartered in Williamsburg, United States.

How much does PBMares Wealth Management manage?

PBMares Wealth Management manages approximately $1.0B in assets under management.

When was PBMares Wealth Management founded?

PBMares Wealth Management was founded in 1999.

How can I contact PBMares Wealth Management?

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