Pbmares Wealth Management LLC

Pbmares Wealth Management LLC (CRD# 116218) is a financial advisory firm headquartered in Williamsburg, VA. They manage $456,058,559 in 1,422 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    456
    MILLION
  • Total Number of Accounts
    1,422
    ACCOUNTS
  • Average Account Value
    $320,716
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, MD, NH, TX, VA

Financial Advisors at Pbmares Wealth Management LLC
Showing 1 - 10 of 12 top financial advisors.
1
Kurtis L. Johnson
CRD#: 4994444
558 South Main Street, Harrisonburg, VA 22801
96
Wealthminder
score

Kurtis Johnson (CRD# 4994444) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Harrisonburg, VA and has over 12 years of experience in the finance industry. Kurtis Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Raymond E. Kingsfield
CRD#: 2997119
558 South Main Street, Harrisonburg, VA 22801
96
Wealthminder
score

Raymond Kingsfield (CRD# 2997119) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Harrisonburg, VA and has over 20 years of experience in the finance industry.

3
Addison M. Pock
CRD#: 5949805
725 Jackson Street, Suite 210, Fredericksburg, VA 22401
96
Wealthminder
score

Addison Pock (CRD# 5949805) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Fredericksburg, VA and has over 6 years of experience in the finance industry. Addison Pock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Craig A. Ascari
CRD#: 1294943
3957 Westerre Parkway, Suite 220, Richmond, VA 23233
93
Wealthminder
score

Craig Ascari (CRD# 1294943) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Richmond, VA and has over 33 years of experience in the finance industry.

5
Shelly H. Braden
CRD#: 6397233
701 Town Center Drive, Suite 900, Newport News, VA 23606
93
Wealthminder
score

Shelly Braden (CRD# 6397233) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Newport News, VA and has over 4 years of experience in the finance industry. Shelly Braden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Alexander R. Crawford
CRD#: 6392387
434 Mclaws Circle, Suite 201, Williamsburg, VA 23185
93
Wealthminder
score

Alexander Crawford (CRD# 6392387) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Williamsburg, VA and has over 3 years of experience in the finance industry. Alexander Crawford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Robert L. Klingensmith
CRD#: 4228962
434 Mclaws Circle, Suite 201, Williamsburg, VA 23185
93
Wealthminder
score

Robert Klingensmith (CRD# 4228962) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Williamsburg, VA and has over 17 years of experience in the finance industry.

8
Kevin C. Lutz
CRD#: 4125142
500 East Pratt Street, Suite 525, Baltimore, MD 21202
93
Wealthminder
score

Kevin Lutz (CRD# 4125142) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Baltimore, MD and has over 16 years of experience in the finance industry.

9
Daniel J. Bender
CRD#: 4583683
725 Jackson Street, Suite 210, Fredericksburg, VA 22401
90
Wealthminder
score

Daniel Bender (CRD# 4583683) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Fredericksburg, VA and has 1 year of experience in the finance industry. Daniel Bender has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
David E. Bush
CRD#: 4475778
434 Mclaws Circle, Suite 201, Williamsburg, VA 23185
90
Wealthminder
score

David Bush (CRD# 4475778) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Williamsburg, VA and has 1 year of experience in the finance industry. David Bush has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.