Matthew Filepp
Advisor at PB Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
PB Wealth, LLC
Location
Charlotte, NC 28277
Credentials
CFP®, CFA®
Industry experience
< 1 year
About
My Financial Background: I am a CFA® Charterholder and CFP® Professional. For over a decade I served in various roles at Morgan Stanley and BNP Paribas in the New York metro area before relocating to Charlotte, North Carolina in 2021 where I was most recently a Vice President at Bank of America.
Why I founded PB Wealth: I started PB Wealth to make a real impact in people’s lives, specifically focusing on professionals and families who may have some time before they retire, but they are in their peak decision-making years and need someone that truly invests in and empowers them. Starting my own RIA has given me the flexibility and independence I need to serve clients in their best interest, without compromise.
My Mission: I believe a financial advisor should meet you where you are, whether you’re just starting out or whether you’re in your peak earning years, it should not matter. My mission is to help you build a life that is truly meaningful to you and that starts with getting to know who you are and what matters most to you.
Client services
Based on PB Wealth, LLC
Financial planning
Portfolio management
Educational seminars or workshops
Financial consulting outside the scope of a personal financial plan
Financial consulting outside the scope of a personal financial plan
Expertise
Based on PB Wealth, LLC
Tax-loss harvesting
Active portfolio management
Retirement income strategy
Cash flow / budgeting
Demographic focus
Young Families
Newlywed/Engaged
Dual Income Family
Gen Y/Millennials (Born 1980-1995)
Fee options
1.00% up to $1m, 0.75% from $1m to $1.5m, 0.50%for $1.5m+
$500- $3,000
$250/hr
Location
15720 Brixham Hill Avenue, Suite 300
Charlotte, NC 28277
Most active in
Matthew F has reported serving >5 clients in these states in the last 12 months.
North Carolina
Work history
PB Wealth, LLC
2025 - Present (1 year)
Bank of America
2021 - 2025 (4 years)
BNP Paribas
2015 - 2021 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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