PBMares Wealth Management
Investment Management • 
Williamsburg, Virginia, United States • 11-20 Employees
Company overview
| Headquarters | 4801 Courthouse St, Suite 128, Williamsburg, Virginia 23188, US |
| Phone number | +15403713566 |
| Websites | |
| NAICS | 5231 |
| 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 |
| Employees | 11-20 |
| Socials |
Key Contact at PBMares Wealth Management
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.
| Format | Example | Percentage |
|---|---|---|
{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.
PBMares Wealth Management revenue & valuation
| Annual revenue | $1,368,880 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $4,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
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.
United Kingdom
France
Ireland
Frequently asked questions
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