PBMARES WEALTH MANAGEMENT LLC
CRD #116218 SEC #801-62425 WILLIAMSBURG, VA 757.229.7180
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
22
Clients
251
Accounts
2,685
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.3B | $1.3B | $2.4M | 22 | 4 |
| Sep 2025 | $1.3B | $1.3B | $2.4M | 21 | 4 |
| Aug 2025 | $1.3B | $1.3B | $2.4M | 21 | 4 |
| Aug 2025 | $1.3B | $1.3B | $2.4M | 22 | 4 |
| Jul 2025 | $1.3B | $1.3B | $2.4M | 22 | 4 |
| May 2025 | $1.3B | $1.3B | $2.4M | 22 | 4 |
| Apr 2025 | $1.3B | $1.3B | $2.4M | 23 | 4 |
| Mar 2025 | $1.3B | $1.3B | $2.4M | 23 | 4 |
| Feb 2025 | $1.1B | $1.1B | $1.2M | 22 | 2 |
| Jan 2025 | $1.1B | $1.1B | $1.2M | 22 | 2 |
| Nov 2024 | $1.1B | $1.1B | $1.2M | 22 | 2 |
| Aug 2024 | $1.1B | $1.1B | $1.2M | 21 | 2 |
| Jul 2024 | $1.1B | $1.1B | $1.2M | 20 | 2 |
| Jun 2024 | $1.1B | $1.1B | $1.2M | 20 | 2 |
| May 2024 | $1.1B | $1.1B | $1.2M | 20 | 2 |
| Feb 2024 | $1.1B | $1.1B | $1.2M | 20 | 2 |
| Aug 2023 | $971.4M | $969M | $2.4M | 19 | 7 |
| May 2023 | $971.4M | $969M | $2.4M | 19 | 7 |
| Mar 2023 | $971.4M | $969M | $2.4M | 19 | 7 |
| Jan 2023 | $1B | $1B | $2.4M | 17 | 7 |
| Oct 2022 | $1B | $1B | $2.4M | 17 | 7 |
| Mar 2022 | $1B | $1B | $2.4M | 17 | 7 |
| Mar 2022 | $1B | $1B | $2.4M | 17 | 7 |
| Dec 2021 | $741.6M | $739.5M | $2.1M | 17 | 7 |
| Mar 2021 | $741.6M | $739.5M | $2.1M | 17 | 7 |
| Mar 2021 | $741.6M | $739.5M | $2.1M | 17 | 7 |
| Jan 2021 | $649.8M | $646.5M | $3.4M | 16 | 11 |
| Oct 2020 | $649.8M | $646.5M | $3.4M | 16 | 11 |
| Jun 2020 | $649.8M | $646.5M | $3.4M | 16 | 11 |
| Mar 2020 | $649.8M | $646.5M | $3.4M | 16 | 11 |
| Dec 2019 | $538.5M | $534M | $4.5M | 11 | 9 |
| Nov 2019 | $538.5M | $534M | $4.5M | 11 | 9 |
| Nov 2019 | $538.5M | $534M | $4.5M | 11 | 9 |
| Jun 2019 | $538.5M | $534M | $4.5M | 11 | 9 |
| Mar 2019 | $538.5M | $534M | $4.5M | 11 | 9 |
| Nov 2018 | $536M | $530.3M | $5.7M | 12 | 14 |
| May 2018 | $536M | $530.3M | $5.7M | 12 | 14 |
| Mar 2018 | $536M | $530.3M | $5.7M | 12 | 14 |
| Jul 2017 | $456.1M | $447.6M | $8.5M | 11 | 600 |
| Jul 2017 | $456.1M | $447.6M | $8.5M | 11 | 600 |
| Feb 2017 | $456.1M | $447.6M | $8.5M | 11 | 600 |
| Mar 2016 | $390.7M | $382.9M | $7.8M | 11 | 500 |
| Feb 2015 | $385M | $376.8M | $8.3M | 10 | 509 |
| Jun 2014 | $340M | $328.7M | $11.3M | 9 | 500 |
| May 2014 | $340M | $328.7M | $11.3M | 9 | 500 |
| Apr 2014 | $340M | $328.7M | $11.3M | 9 | 500 |
| Feb 2014 | $340M | $328.7M | $11.3M | 9 | 500 |
| Nov 2013 | $284.8M | $274.6M | $10.2M | 9 | 500 |
| Sep 2013 | $284.8M | $274.6M | $10.2M | 9 | 500 |
| Jul 2013 | $284.8M | $274.6M | $10.2M | 9 | 500 |
| Jul 2013 | $284.8M | $274.6M | $10.2M | 9 | 500 |
| Mar 2013 | $284.8M | $274.6M | $10.2M | 9 | 500 |
| Jan 2013 | $275.3M | $274.6M | $735.5K | 8 | 500 |
| Aug 2012 | $152.3M | $151.6M | $683.7K | 1 | 200 |
| Jul 2012 | $152.3M | $151.6M | $683.7K | 1 | 200 |
| Mar 2012 | $148.4M | $147.7M | $715.8K | 1 | 200 |
| Nov 2011 | $159.8M | $159M | $774.3K | 5 | -- |
| Jul 2011 | $159.8M | $159M | $774.3K | 5 | -- |
| Jul 2010 | $123.2M | $122.6M | $668K | 5 | -- |
| Oct 2007 | $99.5M | $97.4M | $2M | 5 | -- |
| Aug 2007 | $99.5M | $97.4M | $2M | 5 | -- |
| Feb 2006 | $70.1M | $70.1M | $0 | 5 | -- |
| Dec 2005 | $70.1M | $70.1M | $0 | 5 | -- |
| Sep 2005 | $65M | $65M | $0 | 5 | -- |
| Jun 2005 | $65M | $65M | $0 | 5 | -- |
| Jun 2004 | $48M | $48M | $0 | 5 | -- |
| Oct 2003 | $39.7M | $39.7M | $0 | 5 | -- |
DateNov 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.4M
Employees22
Clients4
DateSep 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.4M
Employees21
Clients4
DateAug 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.4M
Employees21
Clients4
DateAug 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.4M
Employees22
Clients4
DateJul 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.4M
Employees22
Clients4
DateMay 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.4M
Employees22
Clients4
DateApr 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.4M
Employees23
Clients4
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.4M
Employees23
Clients4
DateFeb 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.2M
Employees22
Clients2
DateJan 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.2M
Employees22
Clients2
DateNov 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.2M
Employees22
Clients2
DateAug 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.2M
Employees21
Clients2
DateJul 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.2M
Employees20
Clients2
DateJun 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.2M
Employees20
Clients2
DateMay 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.2M
Employees20
Clients2
DateFeb 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.2M
Employees20
Clients2
DateAug 2023
Total AUM$971.4M
Discretionary$969M
Non-Disc.$2.4M
Employees19
Clients7
DateMay 2023
Total AUM$971.4M
Discretionary$969M
Non-Disc.$2.4M
Employees19
Clients7
DateMar 2023
Total AUM$971.4M
Discretionary$969M
Non-Disc.$2.4M
Employees19
Clients7
DateJan 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$2.4M
Employees17
Clients7
DateOct 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$2.4M
Employees17
Clients7
DateMar 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$2.4M
Employees17
Clients7
DateMar 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$2.4M
Employees17
Clients7
DateDec 2021
Total AUM$741.6M
Discretionary$739.5M
Non-Disc.$2.1M
Employees17
Clients7
DateMar 2021
Total AUM$741.6M
Discretionary$739.5M
Non-Disc.$2.1M
Employees17
Clients7
DateMar 2021
Total AUM$741.6M
Discretionary$739.5M
Non-Disc.$2.1M
Employees17
Clients7
DateJan 2021
Total AUM$649.8M
Discretionary$646.5M
Non-Disc.$3.4M
Employees16
Clients11
DateOct 2020
Total AUM$649.8M
Discretionary$646.5M
Non-Disc.$3.4M
Employees16
Clients11
DateJun 2020
Total AUM$649.8M
Discretionary$646.5M
Non-Disc.$3.4M
Employees16
Clients11
DateMar 2020
Total AUM$649.8M
Discretionary$646.5M
Non-Disc.$3.4M
Employees16
Clients11
DateDec 2019
Total AUM$538.5M
Discretionary$534M
Non-Disc.$4.5M
Employees11
Clients9
DateNov 2019
Total AUM$538.5M
Discretionary$534M
Non-Disc.$4.5M
Employees11
Clients9
DateNov 2019
Total AUM$538.5M
Discretionary$534M
Non-Disc.$4.5M
Employees11
Clients9
DateJun 2019
Total AUM$538.5M
Discretionary$534M
Non-Disc.$4.5M
Employees11
Clients9
DateMar 2019
Total AUM$538.5M
Discretionary$534M
Non-Disc.$4.5M
Employees11
Clients9
DateNov 2018
Total AUM$536M
Discretionary$530.3M
Non-Disc.$5.7M
Employees12
Clients14
DateMay 2018
Total AUM$536M
Discretionary$530.3M
Non-Disc.$5.7M
Employees12
Clients14
DateMar 2018
Total AUM$536M
Discretionary$530.3M
Non-Disc.$5.7M
Employees12
Clients14
DateJul 2017
Total AUM$456.1M
Discretionary$447.6M
Non-Disc.$8.5M
Employees11
Clients600
DateJul 2017
Total AUM$456.1M
Discretionary$447.6M
Non-Disc.$8.5M
Employees11
Clients600
DateFeb 2017
Total AUM$456.1M
Discretionary$447.6M
Non-Disc.$8.5M
Employees11
Clients600
DateMar 2016
Total AUM$390.7M
Discretionary$382.9M
Non-Disc.$7.8M
Employees11
Clients500
DateFeb 2015
Total AUM$385M
Discretionary$376.8M
Non-Disc.$8.3M
Employees10
Clients509
DateJun 2014
Total AUM$340M
Discretionary$328.7M
Non-Disc.$11.3M
Employees9
Clients500
DateMay 2014
Total AUM$340M
Discretionary$328.7M
Non-Disc.$11.3M
Employees9
Clients500
DateApr 2014
Total AUM$340M
Discretionary$328.7M
Non-Disc.$11.3M
Employees9
Clients500
DateFeb 2014
Total AUM$340M
Discretionary$328.7M
Non-Disc.$11.3M
Employees9
Clients500
DateNov 2013
Total AUM$284.8M
Discretionary$274.6M
Non-Disc.$10.2M
Employees9
Clients500
DateSep 2013
Total AUM$284.8M
Discretionary$274.6M
Non-Disc.$10.2M
Employees9
Clients500
DateJul 2013
Total AUM$284.8M
Discretionary$274.6M
Non-Disc.$10.2M
Employees9
Clients500
DateJul 2013
Total AUM$284.8M
Discretionary$274.6M
Non-Disc.$10.2M
Employees9
Clients500
DateMar 2013
Total AUM$284.8M
Discretionary$274.6M
Non-Disc.$10.2M
Employees9
Clients500
DateJan 2013
Total AUM$275.3M
Discretionary$274.6M
Non-Disc.$735.5K
Employees8
Clients500
DateAug 2012
Total AUM$152.3M
Discretionary$151.6M
Non-Disc.$683.7K
Employees1
Clients200
DateJul 2012
Total AUM$152.3M
Discretionary$151.6M
Non-Disc.$683.7K
Employees1
Clients200
DateMar 2012
Total AUM$148.4M
Discretionary$147.7M
Non-Disc.$715.8K
Employees1
Clients200
DateNov 2011
Total AUM$159.8M
Discretionary$159M
Non-Disc.$774.3K
Employees5
Clients--
DateJul 2011
Total AUM$159.8M
Discretionary$159M
Non-Disc.$774.3K
Employees5
Clients--
DateJul 2010
Total AUM$123.2M
Discretionary$122.6M
Non-Disc.$668K
Employees5
Clients--
DateOct 2007
Total AUM$99.5M
Discretionary$97.4M
Non-Disc.$2M
Employees5
Clients--
DateAug 2007
Total AUM$99.5M
Discretionary$97.4M
Non-Disc.$2M
Employees5
Clients--
DateFeb 2006
Total AUM$70.1M
Discretionary$70.1M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$70.1M
Discretionary$70.1M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees5
Clients--
DateOct 2003
Total AUM$39.7M
Discretionary$39.7M
Non-Disc.$0
Employees5
Clients--