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PBL Wealth Management

PBL Wealth Management. CRD 178522

PBL Wealth Management logo

CRD: 178522

PBL Wealth Management

Austin, TX, 78746
5122121099
$75.0M Total AUM
$71.8M Disc. AUM
-- 3Y CAGR
2 Employees
52 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Catalyst foundation
Established Date
06-01-2015
Office Locations
1

Office Locations

3345 BEE Cave Road Suite 104 Austin TX

About PBL Wealth Management

PBL Wealth Management is an Austin, TX RIA led by founder/CFP Adam Colby Broughton. The firm provides ongoing wealth management and financial planning, including tax, estate and business-succession planning for entrepreneurs and other individuals. Portfolios are built primarily with public funds and ETFs, complemented by U.S. government bond and cash allocations. Custody includes Schwab, and the firm emphasizes responsive service with a one-business-day email turnaround.

Team overview

37 AVG AGE
$75.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
11.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Optima Peak Beacon Quantum

Client Personas

Signal Atlas timber

Custodian

Timber Beacon Fusion oak

Investment Themes

Glacier focus Harbor catalyst Signal Peak

Investment Vehicles

Bridge fusion

Services

Value unison Radial Element Vector Ember Alpha Value vertex Vector Horizon quantum

Technology

Timber

Owner & Executives

ADAM COLBY BROUGHTON

ADAM COLBY BROUGHTON

CFP, FOUNDER, Manager, Wealth Manager

CRD
#4431657
Ownership
75% or more
(704) 253-3581
peak.peak@foundationcapital.com
in linkedin.com/in/timber-alpha

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $71,830,000 --
Non-Discretionary $3,191,000 --
Total $75,021,000 --

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Separately Managed Accounts

Total SMA Asset: $75,021,000

$75.0M Total SMA
Public Funds:
29.8%
Equity - Exchange:
20.2%
U.S. Government/Agency:
6.0%
Cash:
24.6%
Municipal Bonds:
19.4%
Asset class Assets Assets %
Public Funds $2,106,306,082 29.8%
Equity - Exchange $1,427,764,526 20.2%
U.S. Government/Agency $424,088,473 6.0%
Cash $1,738,762,739 24.6%
Municipal Bonds $1,371,219,396 19.4%
Total $7,068,141,216 100.0%

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