Pbmares Wealth Management LLC

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Assets, Funds, Holdings

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Pbmares Wealth Management LLC
CRD #116218
SEC #801-62425
CIK #0001801682
AUM $1.1 BB (2024-08-22)
Employees 21 (71% Investors, 0% Brokers)
Phone757-229-7180
Address4801 Courthouse Street
Williamsburg, VA 23188
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
120096072048024002002200920172025
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 ($MM)
4503602701809002018202020222025
AUM Breakdown Accounts AUM ($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]
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