PB WEALTH, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 336597
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
PB Wealth, LLC is a small, independently owned registered investment adviser serving primarily individual and family clients. The firm operates as an LLC and offers fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. PB Wealth is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and is not listed as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Non-Exchange Traded Equities8%
Contacts
1 of 1Matthew Filepp
OwnerCRD 6054546
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 15720 Brixham Hill Ave
- Time zone
- ET (UTC-5)
- Office locations
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