# PVB Wealth Management

PVB Wealth Management is a Bank / Wealth / Trust based in Pasadena, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Pasadena, United States
- **Region:** North America
- **Address:** Pasadena, CA, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 300092
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300092

## About

PVB Wealth Management is a state-registered investment adviser with $20 million in regulatory assets under management. The firm is led by 1 investment adviser and 1 employee. It operates from a single office.

## Sectors

- Private Wealth Management

## Questions

### How does PVB Wealth Management approach investment management?

The firm constructs customized portfolios across public equities, fixed income, and alternative assets based on each client's specific objectives. This is a personalized allocation model rather than a pooled-fund approach, which is typical for private wealth advisors serving a limited number of families. The firm does not publicly market proprietary investment products or funds.

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

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