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Building 2PBMARES WEALTH MANAGEMENT LLC

Map pinWILLIAMSBURG, VA
Phone757.229.7180
NotebookSEC #801-62425
Total AUM
$1.3B
Employees
22
Clients
975

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
4801 COURTHOUSE STREET
SUITE 128
WILLIAMSBURG
VA 23188
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
757.229.7180
Other Offices
11

ReceiptFinancials

Total AUM
$1.3B
Accounts
2,685
Discretionary
$1.3B
Accounts
2,677
Non-Discretionary
$2.4M
Accounts
8

ContactClients

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Individual Clients
652
AUM
$216.5M
HNW Individual Clients
314
AUM
$1.1B
Pension/Profit Sharing Plan Clients
1
AUM
$2.7M
Charitable Organization Clients
1
AUM
$5.7M
Corporation or Business Clients
7
AUM
$6.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCFLGAMAMDNCNHNJNYTXVAWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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