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PBMares Wealth Management

PBMares Wealth Management

Investment ManagementFlag of USWilliamsburg, Virginia, United States11-20 Employees

Company overview

Headquarters4801 Courthouse St, Suite 128, Williamsburg, Virginia 23188, US
Phone number+15403713566
Websites
NAICS5231
Keywords
Exit Planning, Retirement Planning, Investment Management, Insurance & Risk Management, Estate Planning & Trust Considerations, Family Advisory, Foundation & Endowments, 401(K) Retirement Plans For Business Owners
Employees11-20
Socials

Key Contact at PBMares Wealth Management

Flag of US

David Bush

Director At Pbmares Wealth Management Llc

PBMares Wealth Management Email Formats

PBMares Wealth Management uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@pbmareswealth.com), used 57.9% of the time.

FormatExamplePercentage
{first name}{last name}
johndoe@pbmareswealth.com
57.9%
{first initial}{last name}
jdoe@pbmareswealth.com
42.1%

About PBMares Wealth Management

PBMares Wealth Management, an affiliate of PBMares, LLP, is an independent, registered investment advisory firm that takes an evidence-based approach to investing. As fiduciaries, we always put your best interest first and take a holistic approach to your financial planning and wealth management. We provide services for individuals and families, trusts, businesses, and retirement plans. Visit www.pbmareswealth.com.

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PBMares Wealth Management revenue & valuation

Annual revenue$1,368,880
Revenue per employee$86,000
Estimated valuation?$4,400,000
Total fundingNo funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Senior
Manager

Employees by Department

PBMares Wealth Management has 9 employees across 2 departments.

Departments

Number of employees

Funding Data

PBMares Wealth Management has never raised funding before.

Frequently asked questions

PBMares Wealth Management is located in Williamsburg, Virginia, US.
You can reach PBMares Wealth Management at +15403713566.
PBMares Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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