| Name | Title | Ownership | Since |
|---|---|---|---|
| Christine Gravelle Control | Director / Wealth Operations | Under 5% | 2024 |
| Daniel Joseph Bender Control | Managing Director | Under 5% | 2013 |
| Pbmares, LLP Control | Member | Over 75% | 2013 |
Pbmares Wealth Management LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
Pbmares Wealth Management LLC reports 21 employees.
Pbmares Wealth Management LLC is based in Williamsburg, VA and has been SEC-registered since 2003.
Pbmares Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4801 Courthouse Street, Suite 128, Williamsburg, VA 23188 |
| Phone | 757.229.7180 |
| Fax | 757.229.5452 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.3B |
| Non-discretionary | $2.4M |
| Total (RAUM) | $1.3B |