# PB WEALTH, LLC

PB WEALTH, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 336597
- Type: SEC-registered investment adviser
- Location: 15720 BRIXHAM HILL AVENUE, CHARLOTTE, NC, 28277
- Phone: 973 229 4730
- Latest filing: 2026-05-20
- Regulatory AUM: $1.1M
- Discretionary AUM: $1.1M
- Clients: 1
- Accounts: 3

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/336597/brochure
- Similar advisers: https://search.stillhousedata.com/firm/336597/similar
- Related entities: https://search.stillhousedata.com/firm/336597/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/336597

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.