Pbl Wealth Management

Pbl Wealth Management (CRD# 178522) is a financial advisory firm headquartered in Austin, TX. They manage $58,384,984 in 96 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $608,177
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
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 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®) 

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