|
⚲
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| Pbmares Wealth Management LLC
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| |
|---|---|
| CRD # | 116218 |
| SEC # | 801-62425 |
| CIK # | 0001801682 |
| AUM | $1.1 BB (2024-08-22) |
| Employees | 21 (71% Investors, 0% Brokers) |
| Phone | 757-229-7180 |
| Address | 4801 Courthouse Street Williamsburg, VA 23188 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| XOM | 385,508.3 | 10.9 | |
| AAPL | 2,382,844.0 | 8.9 | |
| MSFT | 1,918,222.4 | 6.0 | |
| HLT | 32,086.1 | 5.9 | |
| STLD | 12,710.2 | 3.7 | |
| AMZN | 1,092,997.8 | 3.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 605 | 178.3 |
| (b) Individuals (high net worth individuals) | 296 | 943.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.9 |
| (h) Charitable organizations | 0 | 5.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 6.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,421 | 1,137.1 |
| By Discretionary | ||
| Discretionary | 2,416 | 1,136.0 |
| Non-Discretionary | 5 | 1.2 |
| Total | 2,421 | 1,137.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,137.1 | |
| Total | 2,421 | 1,137.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001801682] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Annis Gardner Whiting Capital Advisors LLC
✚
|
FL | 1.2 |
|
BFSG LLC
✚
|
CA | 1.1 |
|
Ciccarelli Advisory Services Inc
✚
|
FL | 1.1 |
|
Independence Square Holdings LLC
✚
|
PA | 1.1 |
|
CGN Advisors LLC
✚
|
KS | 1.1 |
|
Seaview Investment Managers LLC
✚
|
FL | 1.1 |
|
HBW Advisory Services LLC
✚
|
CA | 1.1 |
|
Triune Financial Partners LLC
✚
|
KS | 1.1 |
|
Heartwood Wealth Advisors LLC
✚
|
VA | 1.1 |
|
Madison Financial Advisors Ltd
✚
|
OH | 1.1 |