PBL WEALTH MANAGEMENT

PBL WEALTH MANAGEMENT of AUSTIN, TX is an SEC-registered investment adviser (CRD 178522). Regulatory assets under management: $75.0M.

Registration

• CRD: 178522
• Type: Registered investment adviser
• Location: 3345 BEE CAVE ROAD, AUSTIN, TX, 78746
• Phone: (512) 212-1099
• Latest filing: 2025-03-10
• Regulatory AUM: $75.0M
• Discretionary AUM: $71.8M
• Non-discretionary AUM: $3.2M
• Clients: 2
• Accounts: 127

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 178522 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search