PB Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
PB Wealth serves young professionals, families, and business owners with comprehensive financial planning and investment services. The firm provides project‑based, hourly, and ongoing planning engagements, portfolio management implemented through SEI or Schwab custodial platforms, financial consulting, and group educational sessions.
The firm’s work emphasizes goal‑driven, personalized planning that integrates cash‑flow optimization, behavioral finance, estate and risk management, and tax‑aware portfolio construction. Investment implementation focuses on U.S. equities, government and corporate bonds, mutual funds and ETFs, with limited use of options for risk mitigation and periodic tax‑loss harvesting under discretionary authority.
An uncommon feature for a small independent adviser is the formal Educational Seminars & Workshops program and an Empowerment Program offering live or virtual group sessions and a la carte consultations; these sessions are structured, topic‑based, and require advance registration and payment. The firm’s founder brings institutional banking and investment‑operations experience and holds CFA and CFP credentials, applying that background within a newly established, small advisory practice.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Project-Based Financial Planning: $1,000 to $4,000; Empowerment Program: $500 to $1,000; A la Carte Empower Sessions: $150 to $300 per session
$1 - $2m: 0.75% annually $2m - $5m: 0.50% annually $5m+: 0.35% annually
$250 per hour (negotiable)
Ongoing Annual Financial Planning: $800 to $4,000 annually (negotiable)
Main office
15720 Brixham Hill Avenue, Suite 300
Charlotte NC 28277
Advisors at this office
1
Most active in
North Carolina · Texas
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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