PVB WEALTH MANAGEMENT, LLC

PVB WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 300092). Regulatory assets under management: $19.5M.

Registration

• CRD: 300092
• Type: Registered investment adviser
• Phone: 626-210-2744
• Latest filing: 2026-06-05
• Regulatory AUM: $19.5M
• Non-discretionary AUM: $19.5M
• Clients: 1
• Accounts: 42

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300092 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search