# PB Wealth, LLC

PB Wealth, LLC is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** https://pbwealth.net

## Regulatory record

- **CRD number:** 336597
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336597

## About

PB WEALTH, LLC is a state-registered investment adviser in CHARLOTTE, NC. The firm manages approximately $1 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### What is PB Wealth, LLC?

PB Wealth, LLC is a registered investment advisor (RIA) based in the United States. It provides wealth management services, including asset allocation and financial planning, to high-net-worth individuals and families.

### Who runs investment decisions at PB Wealth, LLC?

The specific individuals managing investment decisions at PB Wealth, LLC are not publicly disclosed. The firm does not name its principals or investment committee members in accessible records.

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Last updated: 2026-06-03T20:00:00.000Z

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