PVB Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 300092
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.25%
- Individuals5.75%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
PVB Wealth Management, LLC is a small, owner-operated advisory firm organized as an LLC that provides portfolio management for individuals and small businesses. The firm serves individual and family clients and charges fees based on a percentage of assets under management. Its public filings indicate the business operates primarily in a non-discretionary capacity, meaning clients retain final trading authority while the firm provides advisory and implementation support. PVB does not identify itself as an ESG investor and is not presented as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- US Government Bonds34%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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