# PVB Wealth Management, LLC

> PVB Wealth Management, LLC is a state-registered investment advisory firm, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 5, 2026.

- CRD: 300092
- Filed as: PVB WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: June 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300092
- AdvisorCensus page: https://advisorcensus.com/firm/pvb-wealth-management-llc-300092

## Quick answers

**How is PVB Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), PVB Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is PVB Wealth Management, LLC registered with the SEC or a state?**
PVB Wealth Management, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300092.

**How much does PVB Wealth Management, LLC manage?**
PVB Wealth Management, LLC reports $19,528,520 in regulatory assets under management in its Form ADV filing dated June 5, 2026 (0% discretionary).

**What types of clients does PVB Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (31); individuals (other than high net worth individuals) (11).

**Does PVB Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/300092

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $19,528,520
- Discretionary: $0
- Non-discretionary: $19,528,520

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $1,123,568 |
| High net worth individuals | 31 | $18,404,952 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @checkpoint

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. PVB Wealth Management, LLC (CRD 300092): Form ADV filing data as of October 2026.