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PBMARES WEALTH MANAGEMENT LLC
CRD 116218File 801-62425
APPROVED
Filing as of Sep 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
Not reported
Discretionary AUM
Not reported
Clients
0
Not reported accounts
Employees
4
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 21, 2003
- Principal office
- 4114 LEGATO RD, 5TH FLOOR, FAIRFAX, VA, 22033
- Phone
- 703-385-8577
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- Not reported
- Discretionary AUM
- Not reported
- Non-discretionary AUM
- Not reported
- Discretionary accounts
- Not reported
- Non-discretionary accounts
- Not reported
- Total accounts
- Not reported
- AUM per client
- —
Clients by type
ADV Item 5DNo client-type detail reported.
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — REFERRAL FEES
Advisory activities
- Other advisory activities
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Sep 26, 2026 | Employees | 8 | 4 | decreased by4 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 23 | 22 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 23 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 810 | 973 | increased by163 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,005,595,256 | $1,302,024,713 | increased by$296,429,457 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,108 | 2,685 | increased by577 |
| Apr 1, 2022 | Clients | 729 | 810 | increased by81 |
| Apr 1, 2022 | AUM | $741,618,536 | $1,005,595,256 | increased by$263,976,720 |
| Apr 1, 2022 | Accounts | 1,889 | 2,108 | increased by219 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PBMARES WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PBMARES WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.