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PBMARES WEALTH MANAGEMENT LLC

FAIRFAX, VA · CRD 116218 · IAPD ↗ · 703-385-8577

$0Regulatory AUM
1Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

32
October 2026 — PBMARES WEALTH MANAGEMENT LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
October 2026 — PBMARES WEALTH MANAGEMENT LLC moved its main office from WILLIAMSBURG, VA to FAIRFAX, VA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
October 2026 — PBMARES WEALTH MANAGEMENT LLC shrank from 14 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
December 2025 — PBMARES WEALTH MANAGEMENT LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
August 2025 — PBMARES WEALTH MANAGEMENT LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
78
March 2025 — PBMARES WEALTH MANAGEMENT LLC reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
March 2024 — PBMARES WEALTH MANAGEMENT LLC crossed $1B in regulatory AUM ($971.4M -> $1.14B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.