PVB Wealth Management, LLC

Overview

PVB Wealth Management, LLC is structured as a limited liability company owned by an individual and provides fee-based portfolio management primarily for individual and family clients, as well as small businesses. The firm reports a percentage-of-AUM fee model and focuses on discretionary-advice support that, in practice, is recorded as non-discretionary on its filings. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not act as a capital allocator or pension consultant. Advisory services center on managing client portfolios rather than running commingled funds or acting as a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives