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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Catalyst foundation
- Established Date
- 06-01-2015
- Office Locations
- 1
Office Locations
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.
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Owner & Executives
ADAM COLBY BROUGHTON
CFP, FOUNDER, Manager, Wealth Manager
- CRD
- #4431657
- Ownership
- 75% or more
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| 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
| 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% |