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David Eugene Bush

Pbmares Wealth Management LLC

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About David Eugene Bush

David Eugene Bush is a financial advisor with Pbmares Wealth Management LLC. David Eugene Bush is a Certified Financial Planner and Personal Financial Specialist. David Eugene Bush works in the Williamsburg, VA office. David Eugene Bush has been a registered investment advisor since June 2004. David Eugene Bush has 16 years of experience in the financial services industry. David Eugene Bush specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals. David Eugene Bush has been with Pbmares Wealth Management LLC since January 2017. Pbmares Wealth Management LLC has been in business since July 2003. Pbmares Wealth Management LLC manages over $1 billion in assets for individuals, families, businesses, and institutions. David Eugene Bush is committed to providing clients with personalized financial advice and investment management services.

Firm Information

David Bush is currently registered with Pbmares Wealth Management LLC. Pbmares Wealth Management LLC is a Williamsburg, Virginia-based wealth management firm with over $1 billion in assets under management. The firm provides financial planning, portfolio management, pension consulting, and educational seminars to a variety of clients including individuals, high net worth individuals, corporations, charitable organizations, and pension plans.
Pbmares Wealth Management LLC

4801 COURTHOUSE STREET

WILLIAMSBURG, VA 23188

$1.14B

Assets Under Management

2

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Bush’s Registration & Firm History

VA

06/24/2004 - Present

Pbmares Wealth Management LLC (WILLIAMSBURG VA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Eugene Bush.
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