PBMARES WEALTH MANAGEMENT LLC

RIASEC RegisteredEst. 2003
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$485K
Accounts
2,685
Employees
22
Advisory reps
3

Firm details

Headquarters
WILLIAMSBURG, Virginia
CRD number
116218
Registered since
October 21, 2003
Website
www.pbmares.com
Custodians
NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI82.26%
  • Individuals16.63%
  • Corporations / Businesses0.47%
  • Charitable Organizations0.44%
  • Pension & Profit Sharing Plans0.21%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Pbmares Wealth Management LLC is an independent, SEC-registered advisory firm organized as an LLC and in operation since 2003. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional clients. Fee arrangements include percentage-of-AUM, hourly billing, and fixed fees. Reported advisory activities span financial planning, portfolio management for individuals and small businesses as well as for institutions, selection of other advisers, and educational seminars and workshops. The firm does not report itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 73%, Cash & Cash Equivalents 11%, Exchange Traded Equities 9%, US Government Bonds 4%, State & Local Bonds 2%, Non-Exchange Traded Equities 1%73%
  • Public Funds/Mutual Funds73%
  • Cash & Cash Equivalents11%
  • Exchange Traded Equities9%
  • US Government Bonds4%
  • State & Local Bonds2%

Contacts

3 of 3

  • ROBERT KLINGENSMITH

    Managing DirectorCRD 4228962

  • Christine Gravelle

    DirectorCRD 7879497

  • DANIEL BENDER

    PartnerCRD 4583683

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 99

Active vs passive

$515M in ETFs

Passive

12%

$59.8M

Active

88%

$456M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US EQUITY MARKET ETF (DFUS)DimensionalActiveLarge Blend$67M924,69013.00%
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Location

Primary office

WILLIAMSBURG, VA

JAMES CITY

Location

WILLIAMSBURG, VA

Headquartered in WILLIAMSBURG, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.

Metro area
Virginia Beach-Norfolk, VA-NC
Region
South
County
JAMES CITY
Address
4801 Courthouse St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth