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PB Wealth, LLCFinancial advisor in Charlotte, NC

PB Wealth, LLC is a financial advisor at 15720 Brixham Hill Ave #300, Charlotte, NC 28277, ranked #31 of 75 wealth managers in Charlotte and rated 5.0 from 6 Google reviews. Open Monday to Saturday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Charlotte, NCUpdated 0 paid placements in any rankingHow we rank

Call (973) 229-4730Website ↗

Key facts

Key facts about PB Wealth, LLC
Address15720 Brixham Hill Ave #300, Charlotte, NC 28277Get directions
Phone(973) 229-4730
Websitepbwealthmanagement.com
HoursOpen Monday to Saturday
Google rating5.0 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Charlotte and 11 towns within 25 miles: Weddington, Matthews, Stallings, Indian Trail, Waxhaw, Mint Hill, Belmont, Monroe, Mount Holly, Harrisburg and Gastonia.

Based in Charlotte, NCView on map

Opening hours

Opening hours for PB Wealth, LLC
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 8 PMevening
Wednesday9 AM – 8 PMevening
Thursday9 AM – 8 PMevening
Friday9 AM – 5 PM
Saturday9 AM – 12 PM
SundayClosed
  • Open evenings (after 6 PM)
  • Open Saturdays
  • Open Sundays — no

Questions about PB Wealth, LLC

How is PB Wealth, LLC ranked in Charlotte?

PB Wealth, LLC is ranked #31 of 75 wealth managers in Charlotte by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are PB Wealth, LLC’s hours?

PB Wealth, LLC is open Monday to Saturday. Its listed hours are Open Monday to Saturday. On Saturdays it is open 9 AM to 12 PM and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does PB Wealth, LLC serve?

Serves Charlotte and 11 towns within 25 miles: Weddington, Matthews, Stallings, Indian Trail, Waxhaw, Mint Hill, Belmont, Monroe, Mount Holly, Harrisburg and Gastonia. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about PB Wealth, LLC?

PB Wealth, LLC has a rating of 5.0 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact PB Wealth, LLC?

Call PB Wealth, LLC on (973) 229-4730. The business is at 15720 Brixham Hill Ave #300, Charlotte, NC 28277. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

PB Wealth, LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
PB Wealth, LLC (this business)—655.0 (6)YesNo
Admiralty Wealth Management#32655.0 (24)NoNo11.2 mi

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