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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Vertex momentumRidge wave +more
- Established Date
- 10-21-2003
- Office Locations
- 1
Office Locations
About Pbmares Wealth Management LLC
PBMares Wealth Management (Williamsburg, VA) provides fiduciary investment advice and comprehensive financial planning, including retirement guidance and portfolio construction. Serving retail and institutional clients, the team builds long-term strategies using public funds and ETFs alongside cash and high-quality bonds. In late 2025, the practice joined Apella Wealth, adding access to Apella’s broader resources and expertise.
Team overview
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Asset Classes
Custodian
Investment Themes
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Technology
Owner & Executives
DANIEL JOSEPH BENDER
Director, MANAGING DIRECTOR
- CRD
- #4583683
- Ownership
- Less than 5%
Christine Gravelle
Compliance Officer, DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Matrix catalyst
Harbor wave
- CRD
- #22162
- Ownership
- 2.0%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,299,671,600 | $485,496 |
| Non-Discretionary | $2,353,113 | $294,139 |
| Total | $1,302,024,713 | $484,925 |
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Separately Managed Accounts
Total SMA Asset: $1,302,024,713
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $846,500,893 | 21.9% |
| Cash | $653,235,849 | 16.9% |
| Equity - Exchange | $610,717,539 | 15.8% |
| U.S. Government/Agency | $881,288,601 | 22.8% |
| Municipal Bonds | $556,603,327 | 14.4% |
| Equity - OTC | $316,954,672 | 8.2% |
| Total | $3,865,300,881 | 100.0% |
13F Holdings | Q3 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON VECTOR | LEGACY MATRIX | C93IXZ5Q3 | RSBSO | 12.39% | $41,909,041 |
| TIMBER BEACON CREST | UNISON UNISON | C6X4YLHMB | GRCI | 9.48% | $59,534,693 |
| VERTEX VALUE RADIAL | FUSION MATRIX | HDC5HP0GV | XDOL | 6.13% | $110,331,801 |
| OAK PIONEER ELEMENT | INSIGHT PIONEER | 2CKA6121H | GDCFK | 10.03% | $106,324,648 |
| WAVE VALUE | NORTH VALUE | Z6VN0ENX5 | TXZT | 10.80% | $107,285,727 |
| VITAL FRONTIER EAGLE | CREST EMBER | S5EPKBUL0 | UEIN | 1.61% | $119,652,340 |
| OAK ALPHA VECTOR | PIONEER SUMMIT | ER40O7COM | UIK | 9.41% | $33,386,725 |
| MATRIX HARBOR CATALYST | PEAK INSIGHT | DXT20XRV8 | YFOCT | 7.75% | $61,962,344 |