Anthony J. Detrane

PBMARES WEALTH MANAGEMENT LLC

Fredericksburg, VA 22401

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CRD#: 7979632

Professional summary

Anthony James Detrane is a registered financial advisor currently at PBMARES WEALTH MANAGEMENT LLC located in Fredericksburg, Virginia.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Anthony has worked at 1 firm and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony James Detrane's CRS (Customer Relationship Summary).

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®

None

Experience

Current

November 4, 2024 - Present

PBMARES WEALTH MANAGEMENT LLC

Office #1: 725 Jackson St. Suite 210, Fredericksburg, VA 22401Office #2: 12150 Monument Drive Suite 500, Fairfax, VA 22033

RIA

CRD#: 116218

Fredericksburg, 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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Virginia
(11/4/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/4/2024

Uniform Investment Adviser Law Examination

Current Firm

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)

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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

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PBMARES WEALTH MANAGEMENT FORM ADV PART 2A (3/4/2025)

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	Cover Page	Report
09/24/2024	Cover Page	Report
12/20/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Anthony J. Detrane

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony James Detrane's CRS (Customer Relationship Summary).

Certified licenses

Experience

PBMARES WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

PBMARES WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/4/2024

Current Firm

PBMARES WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PBMARES WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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