Pbmares Wealth Management Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 973
- Avg AUM / client
- $1.3M
- Accounts
- 2,685
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Nov 05, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 652 | $216M | 16.6% |
| High net worth individuals | 314 | $1.1B | 82.3% |
| Pension and profit sharing plans | Fewer than 5 clients | $2.7M | 0.21% |
| Charitable organizations | Fewer than 5 clients | $5.7M | 0.44% |
| Corporations and other businesses | 7 | $6.1M | 0.47% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Federal Management Partners, Inc. 401(k) Profit Sharing Plan Federal Management Partners, Inc. | 2024 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Joseph Bender | Managing Director | CFP Personal Financial Specialist | Jan 2013 (14y) | Less than 5% |
| Robert Lewis Klingensmith | Chief Compliance Officer / Director Of Wealth Management | Jan 2017 (10y) | Less than 5% | |
| Gravelle, Christine | Director / Wealth Operations | Feb 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pbmares, Llp | Member | Jan 2013 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Federal Management Partners, Inc. 401(k) Profit Sharing Plan | Federal Management Partners, Inc. | 107 | $19.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 11/05/2025 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $731M (56% of AUM) Nov 2025
- Charles Schwab & Co. $567M (44% of AUM) Nov 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Nov 05, 2025.
View current Form ADV (SEC/IAPD) ↗