PB Wealth Email Formats

Financial Services • Charlotte, North Carolina, United States • 1-10 Employees

Key Contact at PB Wealth

Matthew J. Filepp

Founder

Company overview

Headquarters	Charlotte, North Carolina, United States
Website	pbwealthmanagement.com
NAICS	52
Founded	2025
Employees	1-10

About PB Wealth

Fee-Only financial advice designed to empower you with the knowledge, tools and support you need to gain clarity and confidence when making pivotal financial decisions. As your personal advisor, my focus is on helping you turn your income into impact by aligning your money with what truly matters most to you. Services are tailored to individuals and households earning between $100k-$400k who want more than just advice on which investment to buy. I offer personalized holistic financial planning and an Empower Program that equips you to take control of your financial future on your terms.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

PB Wealth has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

PB Wealth has never raised funding before.

Frequently asked questions

PB Wealth is located in Charlotte, North Carolina, US.

PB Wealth was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

PB Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at PB Wealth

Matthew J. Filepp

Founder

4.8

40,000 users