$1.1M Total AUM
$1.1M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-13-2025
- Office Locations
- 1
Office Locations
15720 Brixham Hill Avenue Suite 300 Charlotte NC
About PB Wealth, LLC
PB Wealth, LLC is a Charlotte, NC fee-only RIA serving young professionals and families in peak earning years. The firm provides goal-based planning and cash-flow optimization, investment management with an emphasis on tax efficiency, retirement strategy, and risk management. Public filings show an ETF-heavy allocation. Founder Matthew Filepp has been quoted by outlets including Yahoo Finance and GoBankingRates.
Team overview
-- AVG AGE
$1.1M AVG AUM / ADVISOR
$72.4K AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
M
Matthew John Filepp
Managing Member
- CRD
- #6054546
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,086,011 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,086,011 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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