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PMB ADVISORS
Legal name: BERESH, PATRICK MICHAEL
CRD 137495File 801-118214
APPROVED
Retail clients
Disclosure events
Filing as of Feb 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$117.2M
Bottom 25% of cohort (national)
Discretionary AUM
$117.2M
Clients
120
232 accounts
Employees
1
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Sole Proprietorship
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 10, 2020
- Principal office
- 101 LARKSPUR LANDING CIRCLE, SUITE 319, LARKSPUR, CA, 94939-1746
- Phone
- 415-336-5501
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $117.2M
- Discretionary AUM
- $117.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 232
- Non-discretionary accounts
- 0
- Total accounts
- 232
- AUM per client
- $976K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $882K |
| High net worth individuals | 53 | $97.2M |
| Pension and profit sharing plans | 3 | $3.9M |
| Individuals (other than high net worth individuals) | 61 | $15.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
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 11- Q11D1
- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.