Pbmares Wealth Management LLC

Pbmares Wealth Management LLC (CRD# 116218) is a financial advisory firm headquartered in Williamsburg, VA. They manage $390,720,758 in 1,359 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    391
    MILLION
  • Total Number of Accounts
    1,359
    ACCOUNTS
  • Average Account Value
    $287,506
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, NH, TX, VA

Financial Advisors at Pbmares Wealth Management LLC
Showing 1 - 9 of 9 top financial advisors.
1
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 18 years of experience in the finance industry.

2
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 31 years of experience in the finance industry.

3
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 16 years of experience in the finance industry.

4
Addison M. Pock
CRD#: 5949805
725 Jackson Street, Suite 210, Fredericksburg, VA 22401
93
Wealthminder
score

Addison Pock (CRD# 5949805) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Fredericksburg, VA and has over 5 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.

5
Jacolyn H. Wetmore
CRD#: 2856221
12150 Monument Drive, Suite 350, Fairfax, VA 22033
93
Wealthminder
score

Jacolyn Wetmore (CRD# 2856221) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Fairfax, VA and has over 19 years of experience in the finance industry.

6
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.

7
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.

8
Alexander R. Crawford
CRD#: 6392387
434 Mclaws Circle, Suite 201, Williamsburg, VA 23185
88
Wealthminder
score

Alexander Crawford (CRD# 6392387) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Williamsburg, VA and has over 2 years of experience in the finance industry.

9
Sean R. O'connell
CRD#: 4460331
12150 Monument Drive, Suite 350, Fairfax, VA 22033
87
Wealthminder
score

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.

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