DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Pbmares Wealth Management LLC

No RAUM reportedFairfax, VirginiaCRD 116218SEC 801-62425websiteIAPD
Latest filing Sep 2, 2026
First filing on the tape Mar 2, 2012 · 54 filings
SEC status approved since Oct 21, 2003
RAUM
n/a
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
8
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
54 filings and snapshots on the tape
RAUM$1.3B as of Nov 5, 2025
Jul 18, 2012$152M then
HNW client RAUM$1.1B as of Nov 5, 2025
Mar 22, 2018$385M then
State-registered IARs (5.B.3)15 as of Nov 5, 2025
Jul 18, 20120 then
Employees (5.A)22 as of Nov 5, 2025
Mar 8, 20139 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 14 to 1offices 11 to 0
Practice profile
derived from the filing of Sep 2, 2026; every figure names its basis
Archetypes, each a printed rule
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
8.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+15%derivedbetween the last two annual amendments
Advisor growth, one year
+14%derivedItem 5.B.3 between annual amendments
Client growth, one year
+7.2%derived
Compensation
otherreportedItem 5.E
Advisory activities
otherreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
n/areported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
n/areported
Class basis
private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Lynn Marie EllerPersonal Financial SpecialistFairfax, VaSep 14, 202622 y0
Advisor movement
14 left, 0 joined in 12 months
net -14 in 12 months0 left in 90 days0 joined in 90 days18 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Joseph Daniel Bender · Managing Directorcontrol
      since 01/2013 · owns less than 5%
    • Christine Gravelle · Director / Wealth Operationscontrol
      since 02/2024 · owns less than 5%
    • Lewis Robert Klingensmith · Chief Compliance Officer / Director Of Wealth Managementcontrol
      since 01/2017 · owns less than 5%
    Entity owners
    • Pbmares, Llp · Member
      direct · owns 75% or more
    Related persons
    Schedule D 7.A
    • Pbmares Insurance Solutions
      real estaten
    • Pbmares, Llp
      insuranceLP sponsory
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Fairfax, Va · principal007
    Fredericksburg, Va002
    Harrisonburg, Va002
    Williamsburg, Va003
    Wilmington, Nc000
    Offices
    Schedule D 1.F, the 25 largest
    • Fairfax, VA4 employees
    • Fredericksburg, VA2 employees
    • Harrisonburg, VA2 employees
    • Morehead City, NC1 employees
    • New Bern, NC1 employees
    • Newport News, VA1 employees
    • Norfolk, VA1 employees
    • Richmond, VA1 employees
    • Rockville, MD1 employees
    • Warrenton, VA1 employees
    • Wilmington, NC
    ADV anomalies
    5 against comparable advisers; where to look, not conclusions
    • compensation changedChange between filings · filing Sep 2, 2026
      hourly charges (Item 5.E.2): yes on the filing of 2025-11-05, no on the filing of 2026-09-02
      peers: other advisers, under $100M (673)
    • business activity changedChange between filings · filing Sep 2, 2026
      selection of other advisers (Item 5.G.7): yes on the filing of 2025-11-05, no on the filing of 2026-09-02
      peers: other advisers, under $100M (673)
    • custody status changedChange between filings · filing Sep 2, 2026
      custody of client assets (Item 9.A): yes on the filing of 2025-11-05, no on the filing of 2026-09-02
      peers: other advisers, under $100M (673)
    • business activity changedChange between filings · filing Sep 2, 2026
      financial planning (Item 5.G.1): yes on the filing of 2025-11-05, no on the filing of 2026-09-02
      peers: other advisers, under $100M (673)
    • business activity changedChange between filings · filing Sep 2, 2026
      pension consulting (Item 5.G.6): yes on the filing of 2025-11-05, no on the filing of 2026-09-02
      peers: other advisers, under $100M (673)
    How anomalies are measured
    What changed
    consecutive filings, newest first
    • Accounts · 2685.0 to unset
      Nov 5, 2025 to Sep 2, 2026
    • Advisory employees · 14 to 1
      Nov 5, 2025 to Sep 2, 2026
    • Advisory activities · 7 to 1
      Nov 5, 2025 to Sep 2, 2026
    • Corporate clients · 7.0 to unset
      Nov 5, 2025 to Sep 2, 2026
    • HNW clients · 314.0 to unset
      Nov 5, 2025 to Sep 2, 2026
    • Individual clients · 652.0 to unset
      Nov 5, 2025 to Sep 2, 2026
    • Assets in custody · 532225794.0 to unset
      Nov 5, 2025 to Sep 2, 2026
    • Custody of client assets · true to false
      Nov 5, 2025 to Sep 2, 2026
    • Employees · 22 to 8
      Nov 5, 2025 to Sep 2, 2026
    • Financial planning clients · 251-500 to unset
      Nov 5, 2025 to Sep 2, 2026
    • HQ city · WILLIAMSBURG to FAIRFAX
      Nov 5, 2025 to Sep 2, 2026
    • State-registered IARs · 15 to 1
      Nov 5, 2025 to Sep 2, 2026
    • Other offices · 11 to 0
      Nov 5, 2025 to Sep 2, 2026
    • Discretionary RAUM · 1299671600.0 to unset
      Nov 5, 2025 to Sep 2, 2026
    • HNW RAUM · 1071001413.0 to unset
      Nov 5, 2025 to Sep 2, 2026
    • Individual RAUM · 216476398.0 to unset
      Nov 5, 2025 to Sep 2, 2026
    • Non-discretionary RAUM · 2353113.0 to unset
      Nov 5, 2025 to Sep 2, 2026
    • Pension RAUM · 2723755.0 to unset
      Nov 5, 2025 to Sep 2, 2026
    • RAUM · 1302024713.0 to unset
      Nov 5, 2025 to Sep 2, 2026
    • Related adviser · false to unset
      Nov 5, 2025 to Sep 2, 2026
    • Related bank · false to unset
      Nov 5, 2025 to Sep 2, 2026
    • Related broker-dealer · false to unset
      Nov 5, 2025 to Sep 2, 2026
    • Related insurance company · true to unset
      Nov 5, 2025 to Sep 2, 2026
    • Succession · false to unset
      Nov 5, 2025 to Sep 2, 2026
    • Advisory employees · 13 to 14
      Aug 28, 2025 to Nov 5, 2025
    • Employees · 21 to 22
      Aug 28, 2025 to Nov 5, 2025
    • State-registered IARs · 14 to 15
      Aug 28, 2025 to Nov 5, 2025
    • Advisory employees · 14 to 13
      Jul 3, 2025 to Aug 28, 2025
    • Employees · 22 to 21
      Jul 3, 2025 to Aug 28, 2025
    • State-registered IARs · 15 to 14
      Jul 3, 2025 to Aug 28, 2025
    • Financial planning clients · 251-500 to 251-500
      May 20, 2025 to Jul 3, 2025
    • Advisory employees · 15 to 14
      Apr 23, 2025 to May 20, 2025
    • Employees · 23 to 22
      Apr 23, 2025 to May 20, 2025
    • State-registered IARs · 16 to 15
      Apr 23, 2025 to May 20, 2025
    • Accounts · 2,421 to 2,685
      Jan 15, 2025 to Mar 4, 2025
    • Advisory employees · 16 to 15
      Jan 15, 2025 to Mar 4, 2025
    • Corporate clients · unset to 7.0
      Jan 15, 2025 to Mar 4, 2025
    • HNW clients · 296 to 314
      Jan 15, 2025 to Mar 4, 2025
    • Individual clients · 605 to 652
      Jan 15, 2025 to Mar 4, 2025
    • Assets in custody · $102M to $532M
      Jan 15, 2025 to Mar 4, 2025
    Signals
    26 dated events
    • Lynn Marie Eller registered as an investment adviser representative at Pbmares Wealth Management Llc
      Sep 14, 2026 · Advisor registered · fact
    • Pbmares Wealth Management Llc reported 0 offices beyond its principal office, down from 11 (2025-11-05 to 2026-09-02)
      Sep 2, 2026 · Office count change · derived
    • Pbmares Wealth Management Llc reported 1 state-registered advisory representatives, down from 15 (2025-11-05 to 2026-09-02)
      Sep 2, 2026 · Advisor headcount change · derived
    • Addison Maximilian Prescott Pock left Pbmares Wealth Management Llc for Apella Wealth (registered 2026-01-09)
      Dec 31, 2025 · Advisor changed firm · fact
    • Austin J Eason left Pbmares Wealth Management Llc for Apella Wealth (registered 2026-01-07)
      Dec 31, 2025 · Advisor changed firm · fact
    • Alexander Ross Crawford left Pbmares Wealth Management Llc for Apella Wealth (registered 2026-01-08)
      Dec 31, 2025 · Advisor changed firm · fact
    • Shelly Haas Braden left Pbmares Wealth Management Llc for Apella Wealth (registered 2026-01-07)
      Dec 31, 2025 · Advisor changed firm · fact
    • Anthony James Detrane left Pbmares Wealth Management Llc for Apella Wealth (registered 2026-01-08)
      Dec 31, 2025 · Advisor changed firm · fact
    • Carter Bryant Easley left Pbmares Wealth Management Llc for Apella Wealth (registered 2026-01-07)
      Dec 31, 2025 · Advisor changed firm · fact
    • Michael D Maglieri left Pbmares Wealth Management Llc for Apella Wealth (registered 2026-01-07)
      Dec 31, 2025 · Advisor changed firm · fact
    • Kyle Austin Eagle left Pbmares Wealth Management Llc for Mason & Associates, Llc (registered 2026-01-12)
      Dec 31, 2025 · Advisor changed firm · fact
    • David Eugene Bush left Pbmares Wealth Management Llc for Apella Wealth (registered 2026-01-07)
      Dec 31, 2025 · Advisor changed firm · fact
    • Daniel Joseph Bender left Pbmares Wealth Management Llc for Apella Wealth (registered 2026-01-08)
      Dec 31, 2025 · Advisor changed firm · fact
    • Robert Lewis Klingensmith left Pbmares Wealth Management Llc for Apella Wealth (registered 2026-02-23)
      Dec 31, 2025 · Advisor changed firm · fact
    • Kurtis Lee Johnson left Pbmares Wealth Management Llc for Apella Wealth (registered 2026-01-08)
      Dec 31, 2025 · Advisor changed firm · fact
    • Thomas Glen Spavone left Pbmares Wealth Management Llc for Apella Wealth (registered 2026-01-08)
      Dec 31, 2025 · Advisor changed firm · fact
    • Daniel H Yoo left Pbmares Wealth Management Llc for Apella Wealth (registered 2026-01-07)
      Dec 31, 2025 · Advisor changed firm · fact
    • Pbmares Wealth Management LLC's advisors moved to Apella Wealth (Fairfax, VA): 13 of 14 registered, on the same day
      Dec 31, 2025 · Firm absorbed (people side) · derived
    • Charles Pierre Francois Heurtevin left Pbmares Wealth Management Llc for Empower Advisory Group, Llc (registered 2025-09-18)
      Aug 28, 2025 · Advisor changed firm · fact
    • Andrew David Evans left Pbmares Wealth Management Llc for Revolution Wealth, Llc (registered 2025-06-10)
      May 15, 2025 · Advisor changed firm · fact
    • Tyler Reed Dunn left Pbmares Wealth Management Llc for River Crescent Advisors, Llc (registered 2025-04-03)
      Apr 16, 2025 · Advisor changed firm · fact
    • Bradley Christopher Wilks left Pbmares Wealth Management Llc for Revolution Wealth, Llc (registered 2025-02-21)
      Feb 10, 2025 · Advisor changed firm · fact
    • Christine Gravelle (Director / Wealth Operations) appeared on Schedule A of Pbmares Wealth Management Llc
      Feb 26, 2024 · Control person joined · fact
    • Eugene David Bush (Managing Director) no longer on Schedule A of Pbmares Wealth Management Llc (listed 2023-01-12, absent 2023-03-29)
      Mar 29, 2023 · Control person left · inference
    • Derek Hess left Pbmares Wealth Management Llc for Commonwealth Financial Network (registered 2022-06-15)
      May 31, 2022 · Advisor changed firm · fact
    • Pbmares Wealth Management Llc reported RAUM $1.0B, up 36% from $741.6M (2021-12-06 to 2022-03-27)
      Mar 27, 2022 · RAUM change · derived
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Principal office phone
    703-385-8577reportedpublic record, Form ADV, Sep 2, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    No RAUM reportedderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026