PVB Wealth Management, LLC

PVB Wealth Management, LLC provides portfolio management and advisory services primarily to individuals and high‑net‑worth clients, delivering services through an all‑inclusive wrap fee program as well as other advisory arrangements. The firm charges asset‑based advisory fees withdrawn from client accounts and serves as the sponsor and sole portfolio manager for its wrap program.

PVBWM manages the majority of client assets on a non‑discretionary basis — reporting $0 in discretionary assets and $18,022,825 in non‑discretionary assets as of 12/31/2025 — and customizes recommendations to each client’s goals, time horizon and documented risk tolerance with at least monthly reviews. Its investment process combines charting, fundamental, technical, cyclical and quantitative analysis and generally emphasizes long‑term strategies while utilizing ETFs, equities, fixed income, options, margin and non‑U.S. securities where appropriate.

What is noteworthy about the firm is its uncommon role as a wrap fee program sponsor (a service few independent advisers provide) coupled with a primarily non‑discretionary asset base, meaning clients retain final trading authority. The brochure also discloses that certain representatives are licensed insurance agents who may offer commissionable insurance products and that wrap accounts are charged a single fee that covers transaction costs, an arrangement the firm notes can create incentives to limit trading.