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Multi Family OfficePuts its own capital into companiesLAST VERIFIED Jul 2026 · 1 SOURCES

PBMares Wealth Management

Multi family office in Williamsburg, United States, founded 1999; focus on real estate, software and healthtech.

USEFUL FOR Co-investors

Identity

HEADQUARTERS
Williamsburg, United States
OFFICES
Newport News, VA · Richmond, VA · Baltimore, MD · Morehead City, NC
FOUNDED
1999

Investment approach

ROUTES
Companies (own capital)

Overview

This multi family office is based in Williamsburg, United States; it was founded in 1999. Listed sector interests include real estate, software and healthtech. Other offices: Newport News, VA; Richmond, VA; Baltimore, MD; it invests directly in companies; 2 people are named on its team.

People

  • Harvey L. Johnson
    Managing Partner · source
  • W. Michael Donovan
    Partner, Wealth Management Practice Leader · source

Frequently asked questions

PBMares Wealth Management is a multi family office based in Williamsburg, the United States, founded in 1999.

PBMares Wealth Management invests its own capital into companies.

PBMares Wealth Management invests in Real Estate & PropTech, Software & SaaS and HealthTech.

Key people at PBMares Wealth Management include Harvey L. Johnson (Managing Partner) and W. Michael Donovan (Partner, Wealth Management Practice Leader).