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PBL WEALTH MANAGEMENT
PBL WEALTH MANAGEMENT, LLC
CRD 178522
3345 BEE CAVE ROAD, SUITE 104, AUSTIN, TX, 78746, United States
Phone
(512) 212-1099
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$75.0M
Discretionary AUM
$71.8M
Team
2 total employees; 1 advisory reps; 9 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $12.5M |
| High net worth individuals | 19 | $59.0M |
All web addresses on file
Official SEC filing: View on IAPD