Pbmares Wealth Management LLC

Pbmares Wealth Management LLC (CRD# 116218) is a financial advisory firm headquartered in Williamsburg, VA. They manage $1,137,134,970 in 2,421 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
4801 Courthouse Street, Suite 128, Williamsburg, VA 23188
https://www.pbmares.com/wealth
By the Numbers
  • Total Assets Under Management
    1,137
    MILLION
  • Total Number of Accounts
    2,421
    ACCOUNTS
  • Average Account Value
    $469,696
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, GA, IL, MD, NC, NH, NJ, NY, TX, VA, WV

Financial Advisors at Pbmares Wealth Management LLC
Showing 1 - 10 of 14 top financial advisors.
1
Daniel Bender, financial advisor Fredericksburg VA
Daniel J. Bender
CRD#: 4583683
725 Jackson Street, Suite 210, Fredericksburg, VA 22401

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.

2
Shelly Braden, financial advisor Williamsburg VA
Shelly H. Braden
CRD#: 6397233
4801 Courthouse Street, Suite 128, Williamsburg, VA 23188

Shelly Braden (CRD# 6397233) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Williamsburg, VA and has over 10 years of experience in the finance industry.

3
David Bush, financial advisor Williamsburg VA
David E. Bush
CRD#: 4475778
4801 Courthouse Street, Suite 128, Williamsburg, VA 23188

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.

4
Alexander Crawford, financial advisor Williamsburg VA
Alexander R. Crawford
CRD#: 6392387
4801 Courthouse Street, Suite 128, Williamsburg, VA 23188

Alexander Crawford (CRD# 6392387) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Williamsburg, VA and has over 9 years of experience in the finance industry.

5
Kurtis Johnson, financial advisor Harrisonburg VA
Kurtis L. Johnson
CRD#: 4994444
558 South Main Street, Harrisonburg, VA 22801

Kurtis Johnson (CRD# 4994444) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Harrisonburg, VA and has over 18 years of experience in the finance industry.

6
Raymond Kingsfield, financial advisor Chicago IL
Raymond E. Kingsfield
CRD#: 2997119
150 N. Wacker Drive, Suite 1220, Chicago, IL 60606

Raymond Kingsfield (CRD# 2997119) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Chicago, IL and has over 26 years of experience in the finance industry.

7
Robert Klingensmith, financial advisor Williamsburg VA
Robert L. Klingensmith
CRD#: 4228962
4801 Courthouse Street, Suite 128, Williamsburg, VA 23188

Robert Klingensmith (CRD# 4228962) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Williamsburg, VA and has over 23 years of experience in the finance industry.

8
Sean O'connell, financial advisor Fairfax VA
Sean R. O'connell
CRD#: 4460331
12150 Monument Drive, Suite 350, Fairfax, VA 22033

Sean O'connell (CRD# 4460331) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Fairfax, VA and has 1 year of experience in the finance industry.

9
Addison Pock, financial advisor Fredericksburg VA
Addison M. Pock
CRD#: 5949805
725 Jackson Street, Suite 210, Fredericksburg, VA 22401

Addison Pock (CRD# 5949805) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Fredericksburg, VA and has over 12 years of experience in the finance industry.

10
Bradley Wilks, financial advisor Fairfax VA
Bradley C. Wilks
CRD#: 5856403
12150 Monument Drive, Suite 350, Fairfax, VA 22033

Bradley Wilks (CRD# 5856403) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Fairfax, VA and has over 9 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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