Pbl Wealth Management
Pbl Wealth Management (CRD# 178522) is a financial advisory firm headquartered in Austin, TX. They manage $36,077,435 in 93 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management36MILLION
Total Number of Accounts93ACCOUNTS
Average Account Value$387,929
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Adam Broughton (CRD# 4431657) is a wealth manager who helps company leaders get more out of their compensation package, invest with confidence and safely navigate the many decisions to and through retirement. He is an Investment Advisor Representative and owner of PBL Wealth Management in Austin, TX. Adam has over 14 years of experience in the financial services industry. Adam Broughton has taken additional exams to become a CERTIFIED FINANCIAL PLANNER Professional (CFP®) as well as a CERTIFIED PRIVATE WEALTH ADVISER Professional (CPWA®) .