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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-28-2019
- Office Locations
- 1
Office Locations
About PVB Wealth Management, LLC
PVB Advisors provides lower middle market M&A and strategic transaction advisory, guiding operating companies through acquisitions/sales, capital raising, restructurings, valuations and strategic alternatives. Principals bring decades of deal experience across sectors including outsourced aerospace engineering, network telecom services and staffing. Active across North America and represents foreign buyers pursuing acquisitions there (typical $5M–$200M revenue).
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Owner & Executives
PHILIP VICTOR BOUCHER
Chief Compliance Officer, Managing Member, Senior Manager
- CRD
- #2291876
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $19,528,520 | -- |
| Total | $19,528,520 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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