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PB WEALTH, LLC

CRD 336597

Visit website

15720 BRIXHAM HILL AVENUE, SUITE 300, CHARLOTTE, NC, 28277, United States

Phone

973 229 4730

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$1.1M

Discretionary AUM

$1.1M

Team

1 total employees; 1 advisory reps; 6 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminarsFINANCIAL CONSULTING OUTSIDE THE SCOPE OF A PERSONAL FINANCIAL PLAN

Client types

TypeClientsAUM
Individuals9$1.1M

All web addresses on file

Official SEC filing: View on IAPD