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PBMares Wealth Management LLC Employee Directory

Investment ManagementVirginia, United States2-10 Employees

PBMares Wealth Management LLC operates as an independent registered investment advisor affiliated with PBMares, LLP. It follows an evidence-based investing approach and acts as a fiduciary, putting clients' best interests first. The firm offers integrated financial planning and wealth management services for individuals and families, trusts, businesses, and retirement plans, from its base in Williamsburg, Virginia. 

With a small team, the firm serves a broad range of client needs within the investment management field. In January 2026, PBMares Wealth Management was acquired by Apella Capital, LLC.

Find PBMares Wealth Management LLC employees' phone numbers or email addresses

PBMares Wealth Management LLC Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

PBMares Wealth Management LLC's Leadership

  • Stylized image of a person
    S. B.
    Senior Wealth Advisor
    Phone icon
    Mobile Phone

PBMares Wealth Management LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Legal
  • Accounting
  • Administrative
  • Other
  • Analytics

Contact profiles from PBMares Wealth Management LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. B.
    Senior Wealth Advisor
    Phone icon
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is PBMares Wealth Management LLC known for?

Minus sign iconPlus sign iconPBMares Wealth Management LLC operates in the Investment Management industry. Explore PBMares Wealth Management LLC's company overview page for more information.

What is PBMares Wealth Management LLC's most common email format?

Minus sign iconPlus sign iconPBMares Wealth Management LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PBMares Wealth Management LLC email formats with LeadIQ.

How many employees does PBMares Wealth Management LLC have currently?

Minus sign iconPlus sign iconPBMares Wealth Management LLC has approximately 6 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are PBMares Wealth Management LLC's key employees and leadership?

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As of July 2026, PBMares Wealth Management LLC's key employees include:

  • Senior Wealth Advisor: S. B.

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