# PBMARES WEALTH MANAGEMENT LLC

PBMARES WEALTH MANAGEMENT LLC of WILLIAMSBURG, VA is an SEC-registered investment adviser.

## Registration

- CRD: 116218
- Type: SEC-registered investment adviser
- SEC file number: 801-62425
- Location: 4801 COURTHOUSE STREET, SUITE 128, WILLIAMSBURG, VA, 23188
- Phone: 757.229.7180
- Latest filing: 2025-11-05
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.3B
- Non-discretionary AUM: $2.4M
- Clients: 22
- Accounts: 2,685

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Joseph Bender | MANAGING DIRECTOR | — |
| Robert Lewis Klingensmith | CHIEF COMPLIANCE OFFICER / DIRECTOR OF WEALTH MANAGEMENT | — |
| Christine Gravelle | DIRECTOR / WEALTH OPERATIONS | Williamsburg, VA |
| MARTINOVICH JEFFREY ALAN | CHIEF COMPLIANCE OFFICER | — |
| BENDER DANIEL JOSEPH | MANAGING DIRECTOR | — |
| BUSH DAVID EUGENE | MANAGER; MANAGING DIRECTOR; MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | — |
| ORTWINE WANDA SUE | CHIEF COMPLIANCE OFFICER | — |
| HUEMER INGO JAKOB | MANAGER | — |
| KLINGENSMITH ROBERT LEWIS | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / DIRECTOR OF WEALTH MANAGEMENT | — |
| Gravelle Christine | DIRECTOR / WEALTH OPERATIONS | — |


## Branch offices (22)

_Showing 15 of 22 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| FREDERICKSBURG | VA | 3 | 540-371-3566 |
| FREDERICKSBURG | VA | 3 | 540-371-3566 |
| HARRISONBURG | VA | 2 | 540-434-5975 |
| FAIRFAX | VA | 2 | 703-385-8577 |
| HARRISONBURG | VA | 2 | 540-434-5975 |
| FAIRFAX | VA | 2 | 703-385-8577 |
| WARRENTON | VA | 1 | 540-347-4970 |
| WILMINGTON | NC | 1 | 910-762-9671 |
| WARRENTON | VA | 1 | 540-347-4970 |
| WILMINGTON | NC | 1 | 910-762-9671 |
| RICHMOND | VA | 0 | 804-323-0022 |
| RICHMOND | VA | 0 | 804-323-0022 |
| NEWPORT NEWS | VA | 0 | 757-873-1587 |
| MOREHEAD CITY | NC | 0 | 252-726-0551 |
| NEW BERN | NC | 0 | 252-637-5154 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/116218/brochure
- Similar advisers: https://search.stillhousedata.com/firm/116218/similar
- Related entities: https://search.stillhousedata.com/firm/116218/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/116218

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.