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.linkedin.com/company/pbmares-wealth-management-llc
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 11 - 14 of 14 top financial advisors.
11
Daniel Yoo, financial advisor Fairfax VA
Daniel H. Yoo
CRD#: 5694949
12150 Monument Drive, Suite 350, Fairfax, VA 22033

Daniel Yoo (CRD# 5694949) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Fairfax, VA and has over 10 years of experience in the finance industry.

12
Tyler Dunn, financial advisor Williamsburg VA
Tyler R. Dunn
CRD#: 7645146
4801 Courthouse Street, Suite 128, Williamsburg, VA 23188

Tyler Dunn (CRD# 7645146) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Williamsburg, VA and has 1 year of experience in the finance industry.

13
Kyle Eagle, financial advisor Harrisonburg VA
Kyle A. Eagle
CRD#: 7694050
558 South Main Street, Harrisonburg, VA 22801

Kyle Eagle (CRD# 7694050) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Harrisonburg, VA and has 1 year of experience in the finance industry.

14
Michael Maglieri, financial advisor Fairfax VA
Michael D. Maglieri
CRD#: 7204737
12150 Monument Drive, Suite 350, Fairfax, VA 22033

Michael Maglieri (CRD# 7204737) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Fairfax, VA and has over 4 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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