PBMares Wealth Management is an investment advisor in Williamsburg with $1.01 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
541926539
SEC advisor number
801-62425
FINRA CRD number
116218
AUM ?
$1.14 bn
(as of 26 Feb 24)
Accounts
2,421
(as of 26 Feb 24)
Employees
20
(14 investment advisory or research)
Address
PBMares Wealth Management
434 MCLAWS CIRCLE, SUITE 201
WILLIAMSBURG
VA 23185
434 MCLAWS CIRCLE, SUITE 201
WILLIAMSBURG
VA 23185
Phone
7572297180
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
26 Oct 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22
13F-HR
Quarterly holdings report by institutional manager
2 Nov 21