PBMARES WEALTH MANAGEMENT LLC

4801 Courthouse Street
Suite 128
Williamsburg, Virginia 23188
Tel: 757.229.7180

About PBMARES WEALTH MANAGEMENT LLC

PBMARES WEALTH MANAGEMENT LLC, formally registered with the SEC as PBMARES WEALTH MANAGEMENT LLC. The firm was established in 10/21/2003. They have over 12 offices throughout the country.

PBMARES WEALTH MANAGEMENT LLC is a Williamsburg, Virginia based Financial Planning firm with nearly $1,302,024,713 assets under management, offering retirement planning & investment advisory services to 2685 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	116218
SEC#	801-62425
Assets Managed by Firm	$1,302,024,713
No. of Clients	2685
No. of Advisors	23

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	2685	$1,302,024,713
Individuals (other than high net worth individuals)	652	$216,476,398
High net worth individuals	314	$1,071,001,413
Pension and profit sharing plans	Fewer than 5 clients	$2,723,755
Charitable organizations	Fewer than 5 clients	$5,701,277
Corporations or other businesses	7	$6,121,870

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INVESTURE, LLC 240 W Main Street, Suite 500 Charlottesville, VA, 22902	$32,231,415,180	53	47
STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.17th Fl. Arlington, VA, 22209-1722	$26,988,658,396	84	99
VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	$20,812,400,000	4775	68

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