SourcingSourcing

BERESH, PATRICK MICHAEL

B55
CRD 137495·SEC 801-118214·LARKSPUR, CA
AUM
$117.2M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$351K
@ 30% margin
Est. Deal Value
$2.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BERESH, PATRICK MICHAEL
CRD
137495
SEC file #
801-118214
EIN
—
DBA names
Pmb Advisors

Economics

AUM
$117.2M
AUM band
$100M-$500M
AUM trajectory
'21'26
$111.3M → $117.2M▲ +5%
Client mix
Individuals Other61
Individuals High Net Worth53
Pension Profit Sharing Plans3
Corporations3

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'21'26
1 advisors → 1 advisors▬ 0%
Primary office
LARKSPUR CA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing
02/18/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BERESH, PATRICK, MICHAEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BERESH, PATRICK, MICHAEL
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Lpl Financial4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
3113695
Trust Company Affiliate
No

People (1)

1
BERESH, PATRICK, MICHAEL
IAR · Direct Owner · 87.5%
3113695