PB Wealth, LLC

Overview

PB Wealth, LLC is a small, independent advisory firm organized as an LLC and owned by an individual. The firm serves individual and family clients out of North Carolina and focuses on financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee model is a mix of percentage-of-assets, hourly charges, and fixed fees. The firm does not position itself as a capital allocator or pension consultant and does not identify as an active ESG investor. It operates on a state-registered basis and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices