Pbmares Wealth Management LLC
Firm details
- Headquarters
- Fairfax, Virginia
- CRD number
- 116218
- Registered since
- October 21, 2003
- Website
- www.pbmares.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Other
Firm profile
FINTRXOverview
Pbmares Wealth Management LLC is a privately held limited liability company that provides wealth management and advisory services. The firm is registered with the SEC and its registration dates to 2003. Ownership is listed as individual, and the firm reports a fee structure categorized as “Other.” The snapshot data indicates Pbmares is not a multi-state adviser and does not identify as an active ESG investor; it is also not classified as a capital allocator in the available record.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
ETF holdings
1 of 99Active vs passive
$515M in ETFs
12%
$59.8M
88%
$456M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $67M | 924,690 | 13.00% |
Location
Fairfax, VA
Fairfax
Location
Fairfax, VA
Headquartered in Fairfax, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 4114 Legato Rd
- Time zone
- ET (UTC-5)
- Office locations
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