# Pbmares Wealth Management LLC

> Pbmares Wealth Management LLC is an SEC-registered investment advisory firm in Fairfax, VA, registered since 2003, with no regulatory assets under management reported in its Form ADV filing dated September 25, 2026.

- CRD: 116218
- Filed as: PBMARES WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fairfax, VA
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/116218
- AdvisorCensus page: https://advisorcensus.com/firm/pbmares-wealth-management-llc-fairfax-va-116218

## Quick answers

**How is Pbmares Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pbmares Wealth Management LLC reports these compensation arrangements: other.

**How much does Pbmares Wealth Management LLC charge?**
Its Form ADV Part 2A brochure dated March 4, 2025 states: Asset-based fee: 0.35% to 1.5% a year (a range, as the brochure states it); Hourly rate: $350 to $415 an hour (Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Pbmares Wealth Management LLC located?**
Pbmares Wealth Management LLC's principal office is in Fairfax, VA, according to its Form ADV; the December 2025 filing also lists 11 other offices (Schedule D, Section 1.F).

**Is Pbmares Wealth Management LLC registered with the SEC or a state?**
Pbmares Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 116218.

**How have Pbmares Wealth Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Pbmares Wealth Management LLC: Regulatory assets under management: $741,618,536 in the October 2021 data and $1,302,024,713 in the October 2025 data, up 76%. Total employees: 17 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Pbmares Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/116218

**What changed in Pbmares Wealth Management LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 14 to 1. No longer lists an office in Fairfax, VA. No longer lists an office in Fredericksburg, VA. No longer lists an office in Harrisonburg, VA. No longer lists an office in Morehead City, NC. No longer lists an office in New Bern, NC. No longer lists an office in Newport News, VA. No longer lists an office in Norfolk, VA. No longer lists an office in Richmond, VA. No longer lists an office in Rockville, MD. No longer lists an office in Warrenton, VA. No longer lists an office in Wilmington, NC. Registered or notice-filed in VA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2025)

- Asset-based fee: 0.35% to 1.5% a year (a range, as the brochure states it)

> The annual fee for our wealth management or asset management services is calculated as a percentage of assets under management/advisement and typically range from 0.35% to 1.50% per year, depending on the size and complexity of the client’s accounts as well as services required

- Hourly rate: $350 to $415 an hour (Financial Planning)

> Our financial fees may be calculated and charged on a fixed fee basis, depending on the specific arrangement reached with each client, or on an hourly basis, ranging from $350-$415 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2003 (22 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the December 2025 filing
- Fairfax, VA
- Fredericksburg, VA
- Harrisonburg, VA
- Morehead City, NC
- New Bern, NC
- Newport News, VA
- Norfolk, VA
- Richmond, VA
- Rockville, MD
- Warrenton, VA
- Wilmington, NC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $741,618,536 | 17 | March 10, 2021 |
| October 2022 | $1,005,595,256 | 17 | March 29, 2022 |
| October 2023 | $971,417,267 | 19 | August 14, 2023 |
| October 2024 | $1,137,134,970 | 21 | August 22, 2024 |
| October 2025 | $1,302,024,713 | 22 | July 3, 2025 |
| October 2026 | Not reported | 4 | September 25, 2026 |

Regulatory assets under management: $741,618,536 in the October 2021 data and $1,302,024,713 in the October 2025 data, up 76%.
Total employees: 17 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 14 to 1.
- No longer lists an office in Fairfax, VA.
- No longer lists an office in Fredericksburg, VA.
- No longer lists an office in Harrisonburg, VA.
- No longer lists an office in Morehead City, NC.
- No longer lists an office in New Bern, NC.
- No longer lists an office in Newport News, VA.
- No longer lists an office in Norfolk, VA.
- No longer lists an office in Richmond, VA.
- No longer lists an office in Rockville, MD.
- No longer lists an office in Warrenton, VA.
- No longer lists an office in Wilmington, NC.
- Registered or notice-filed in VA.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in CA, DC, FL, GA, IL, MA, MD, NC, NH, NJ, NY, TX, VA, WV.

### December 2025
- Registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pbmares Wealth Management LLC (CRD 116218): Form ADV filing data as of October 2026.