David
Bush

Pbmares Wealth Management LLC

CRD#4475778
Investment Advisor
in Williamsburg, VA

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About this Advisor

David Bush is a financial advisor based in Williamsburg, Virginia, working with Pbmares Wealth Management LLC. David has previously held positions at Pbmares Wealth Management LLC, Pbmares, Llp, and Pbmares Wealth Management, LLC. David is registered to provide services in Texas and Virginia. Currently, David is part of Pbmares Wealth Management LLC, which operates out of Williamsburg, Virginia. The firm has 11 offices and 20 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Pbmares Wealth Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4801 Courthouse Street Suite 128
Williamsburg, VA 23188

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Pbmares Wealth Management LLC Brokerage Details

Total Assets Under Management

$1,137,134,970

VA Average: $1,835,309,194
Total Number of Employees

20

VA Average: 32
Total Number of Accounts

2,421

VA Average: 1,458
Average Account Size

$469,696

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

David Bush Work History

2023 - Present (1 year)

Pbmares Wealth Management LLC

2017 - Present (7 years)

Pbmares Wealth Management LLC

2003 - Present (21 years)

Pbmares, Llp

2005 - 2017 (12 years)

Pbmares Wealth Management, LLC

2003 - 2022 (19 years)

Pbmares, Llp

Disclosures

Please visit the SEC profile of David Bush to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pbmares Wealth Management LLC

Alexander Crawford
Williamsburg, VA
Kyle Eagle
Harrisonburg, VA
Sean O'Connell
Fairfax, VA
Daniel Bender
Fredericksburg, VA
Bradley Wilks
Fairfax, VA
Kurtis Johnson
Harrisonburg, VA
Tyler Dunn
Williamsburg, VA
Andrew Evans
Fairfax, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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