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| Pbmares Wealth Management LLC
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| CRD # | 116218 |
| SEC # | 801-62425 |
| CIK # | 0001801682 |
| AUM | $1.3 B (2025-07-03) |
| Employees | 22 (64% Investors, 0% Brokers) |
| Phone | 757-229-7180 |
| Address | 4801 Courthouse Street Williamsburg, VA 23188 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001801682 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Exxon Mobil Corp | 10.4 | ||
| Apple Inc | 7.0 | ||
| Microsoft Corp | 6.3 | ||
| Hilton Worldwide Holdings Inc | 5.8 | ||
| Steel Dynamics Inc | 3.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 652 | 216.5 |
| (b) Individuals (high net worth individuals) | 314 | 1,071.0 |
| (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 | 2.7 |
| (h) Charitable organizations | 0 | 5.7 |
| (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 | 7 | 6.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,685 | 1,302.0 |
| By Discretionary | ||
| Discretionary | 2,677 | 1,299.7 |
| Non-Discretionary | 8 | 2.4 |
| Total | 2,685 | 1,302.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 1,301.2 | |
| Total | 2,685 | 1,302.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001801682] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beam Wealth Advisors Inc
✚
|
LA | 1.3 |
|
Means Investment Co Inc
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|
ME | 1.3 |
|
Heartwood Wealth Advisors LLC
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VA | 1.3 |
|
Mediqus Asset Advisors Inc
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IL | 1.3 |
|
Triune Financial Partners LLC
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KS | 1.3 |
|
Isthmus Partners LLC
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WI | 1.3 |
|
Savvy Advisors Inc
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|
NY | 1.3 |
|
Consolidated Portfolio Review Corp
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|
NY | 1.3 |
|
BFSG LLC
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|
CA | 1.3 |
|
Total Investment Management Inc
✚
|
AZ | 1.3 |