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PBMARES WEALTH MANAGEMENT LLC

dba PBMARES WEALTH MANAGEMENT LLC · CRD 116218 · Registered Investment Adviser

PBMARES WEALTH MANAGEMENT LLC is a Registered Investment Adviser headquartered in WILLIAMSBURG, VA. The firm reports $1,302,024,713 in regulatory assets under management across 2,685 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$1,299,671,600
Non-discretionary$2,353,113
Total RAUM$1,302,024,713
Accounts2,685

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 116218. adviserinfo.sec.gov/firm/summary/116218.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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