RIA Intel›Advisers›North Carolina›PB WEALTH, LLC

PB WEALTH, LLC

Advisory

CHARLOTTE, NC

Data as of May 20, 2026 · Source: SEC Form ADV

Average account
$362K
across 3 accounts
AUM per adviser
$1M
1 adviser

Source: SEC Form ADV. Figures as filed May 20, 2026.

Total AUM
$1M
Discretionary %
100%
Clients
9
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$1M
Discretionary AUM$1M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients9
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

EMERALD HAVEN INVESTMENTS CORP
$1M
YATALIE CAPITAL MANAGEMENT CO, CREATO FUNDS L.P.
CHARLOTTE, NC
$1M
ATARAXIS CAPITAL, LLC
$983K
LEGS FINANCIAL LLC
$1M
LLEWELLYN FINANCIAL LLC
$940K
KEYWELL FINANCIAL GROUP LLC
$857K

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