PBMARES WEALTH MANAGEMENT LLC

PBMARES WEALTH MANAGEMENT LLC of WILLIAMSBURG, VA is an SEC-registered investment adviser (CRD 116218). Regulatory assets under management: $1.3B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.

Officers, owners & control persons (10)

NameRoleLocation
Daniel Joseph BenderMANAGING DIRECTOR—
Robert Lewis KlingensmithCHIEF COMPLIANCE OFFICER / DIRECTOR OF WEALTH MANAGEMENT—
Christine GravelleDIRECTOR / WEALTH OPERATIONSWilliamsburg, VA
MARTINOVICH JEFFREY ALANCHIEF COMPLIANCE OFFICER—
BENDER DANIEL JOSEPHMANAGING DIRECTOR—
BUSH DAVID EUGENEMANAGER; MANAGING DIRECTOR; MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER—
ORTWINE WANDA SUECHIEF COMPLIANCE OFFICER—
HUEMER INGO JAKOBMANAGER—
KLINGENSMITH ROBERT LEWISCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / DIRECTOR OF WEALTH MANAGEMENT—
Gravelle ChristineDIRECTOR / WEALTH OPERATIONS—

Branch offices (22)

Showing 15 of 22 offices.

CityStateEmployeesPhone
FREDERICKSBURGVA3540-371-3566
FREDERICKSBURGVA3540-371-3566
HARRISONBURGVA2540-434-5975
FAIRFAXVA2703-385-8577
HARRISONBURGVA2540-434-5975
FAIRFAXVA2703-385-8577
WARRENTONVA1540-347-4970
WILMINGTONNC1910-762-9671
WARRENTONVA1540-347-4970
WILMINGTONNC1910-762-9671
RICHMONDVA0804-323-0022
RICHMONDVA0804-323-0022
NEWPORT NEWSVA0757-873-1587
MOREHEAD CITYNC0252-726-0551
NEW BERNNC0252-637-5154

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