DB
David E. Bush
PBMARES WEALTH MANAGEMENT LLC
Williamsburg, VA 23188
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CRD#: 4475778
DB
Professional summary
David Eugene Bush, CFP® is a registered financial advisor currently at PBMARES WEALTH MANAGEMENT LLC located in Williamsburg, Virginia.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. David has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
CHESAPEAKE BANK 97 NORTH MAIN STREET KILMARNOCK, VA 22482 BANK DIRECTOR 2004 TO PRESENT NON-INVESTMENT RELATED DEVOTES THREE HOURS PER MONTH DURING SECURITIES TRADING HOURS PBMARES LLP 701 TOWN CENTER DRIVE, SUITE 900 NEWPORT NEWS, VA 23606 OWNER (07/2003 TO 12/2022) CPA (07/2003 TO PRESENT) NON-INVESTMENT RELATED DEVOTES 8 HOURS PER MONTH DURING SECURITIES TRADING HOURS WILLIAMSBURG COMMUNITY FOUNDATION 1323 JAMESTOWN ROAD #103 WILLIAMSBURG, VA 23185 TRUSTEE (VOLUNTEER) MARCH 2022 TO PRESENT NON-INVESTMENT RELATED DEVOTES 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS DUTIES INVOLVE ATTENDING QUARTERLY BOARD MEETINGS
CRS (Client Relationship Summary) - RIA
Click below to view David Eugene Bush's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1988
Experience
Current
June 24, 2004 - Present
PBMARES WEALTH MANAGEMENT LLC
Office #1: 4801 Courthouse Street Suite 128, Williamsburg, VA 23188RIA
CRD#: 116218
Williamsburg, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PBMARES WEALTH MANAGEMENT LLC
FINANCIAL VISION LLC | WITT MARES FINANCIAL VISION, LLC | WITT MARES FINANCIAL VISION LLC | PBMARES WEALTH MANAGEMENT LLC
CRD#: 116218 / SEC#: 801-62425
RIA
Registered Investment Advisory firm - (10/21/2003 Approved)Virginia
Registered Investment Advisory firm - (10/21/2003 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(11/12/2007)
IAR
Virginia(6/24/2004)
Exams
Current Firm
PW
PBMARES WEALTH MANAGEMENT LLC
FINANCIAL VISION LLC | WITT MARES FINANCIAL VISION, LLC | WITT MARES FINANCIAL VISION LLC | PBMARES WEALTH MANAGEMENT LLC
CRD#: 116218 / SEC#: 801-62425
RIA
Registered Investment Advisory firm - (10/21/2003 Approved)Virginia
Registered Investment Advisory firm - (10/21/2003 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4801 Courthouse Street Suite 128, Williamsburg, VA 23188
Mailing Address
Phone number
(757) 229-7180
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,685 |
| AUM (Assets Under Management) | $ 1,302,024,713 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/20/2025 | ||
| 09/24/2024 | ||
| 12/20/2023 |
Red Flags
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