Pbmares Wealth Management LLC

Overview

Pbmares Wealth Management LLC is an SEC-registered investment adviser organized as an LLC and operating under individual ownership. The firm has been registered with the SEC since 2003 and is not designated as a multi-state adviser. It does not characterize itself under a standard RIA category in the available data and reports using a non‑standard fee structure. The firm does not identify as an active ESG investor. Investment activity, as reflected in holdings and allocations, centers on liquid market exposures (notably ETFs and mutual funds) alongside allocations to private placements and real estate. The firm appears to run a primarily discretionary advisory practice, custodial relationships with major broker-dealers, and a single-office operating footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices