WILLIAMSBURG, VACRD 116218Latest ADV November 5, 2025
Pbmares Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Williamsburg, VA. Its latest Form ADV filing, dated November 5, 2025, reports $1.3B in regulatory assets under management, 22 employees, 11 offices, and 2,685 accounts.
Assets Under Management
$1.3B
Employees
22
Offices
11 offices
Total Clients
973
Primary office
WILLIAMSBURG, VA
4801 COURTHOUSE STREET, SUITE 128, WILLIAMSBURG, VA, United States
Top client segmentIndividuals represent 67.0% of total clients.
Top client categories% of clientsClients
1
Individuals
67.0%
652
2
HNWI
32.3%
314
3
Corporations
0.7%
7
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of November 5, 2025
Discretionary99.8%
$1.3B
100% of total RAUM99.8%
Non-discretionary0.2%
$2M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.3B
Total Accounts2,685
10Y AUM Change+$911M (+233.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee44:1
10Y Employee Change+11 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.