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).

Current Firm Details
3345 Bee Cave Road, Suite 104, Austin, TX 78746
https://www.linkedin.com/in/adam-broughton-cfp/
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $387,929
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Pbl Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Adam Broughton, financial advisor Austin TX
Adam C. Broughton
CRD#: 4431657
3345 Bee Cave Road, Suite 104, Austin, TX 78746

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®) . 

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals