PBL WEALTH MANAGEMENT

RIASEC Registered

Total AUM

$75M

Discretionary

$71.8M

96% of AUM

Avg account

$591K

Accounts

127

Employees

Advisory reps

Firm details

Headquarters: WEST LAKE HILLS, Texas
CRD number: 178522
Website: www.pblwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI78.58%
Individuals16.72%
Pension & Profit Sharing Plans4.7%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Pbl Wealth Management is an independent registered investment advisor structured as a limited liability company. The firm primarily serves individual and family clients, offering a range of advisory services, including financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Pbl Wealth Management operates under a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.