PB WEALTH, LLC

PB WEALTH, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 336597). Regulatory assets under management: $1.1M.

Registration

• CRD: 336597
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336597 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search