Matthew J. Filepp

PB WEALTH

CHARLOTTE, NC 28277

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CRD#: 6054546

Professional summary

Matthew John Filepp, who also goes by Matthew Filepp, is a registered financial advisor currently at PB WEALTH, LLC located in Charlotte, North Carolina.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Matthew has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Filepp

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew John Filepp's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 13, 2025 - Present

PB WEALTH, LLC

Office #1: 15720 Brixham Hill Avenue Suite 300, Charlotte, NC 28277

RIA

CRD#: 336597

CHARLOTTE, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(6/13/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

PB WEALTH, LLC

CRD#: 336597 / SEC#:

North Carolina

Registered Investment Advisory firm - (6/13/2025 Approved)

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Contact information

Main Address

15720 Brixham Hill Avenue Suite 300, Charlotte, NC 28277

Mailing Address

Phone number

(973) 229-4730

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 1,114,615

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.