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PBL Wealth Management Logo
PBL Wealth Management Growth Score
78
CB Rank
620999
Heat Score
34
PBL Wealth Management provides financial and income tax planning, risk management, portfolio strategies and investment advisory services.
Acquired by
Mission Wealth Management Logo
Mission Wealth Management
Founded
obfuscation
Private Austin, Texas, United States1-10 planningbetterlives.lpages.co/
Accounting
Advice
Financial Services
Wealth Management
Overview

PBL Wealth Management
Growth Score
78
Heat Score
34

Growth Score78
-10 pts
in past quarter
Heat Score 34
-27 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
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About PBL Wealth Management

CB Rank
620999
PBL Wealth Management provides financial and income tax planning, risk management, portfolio strategies and investment advisory services.
Acquired by
Mission Wealth Management Logo
Mission Wealth Management
Founded
obfuscation
Private Austin, Texas, United States1-10 planningbetterlives.lpages.co/
Accounting
Advice
Financial Services
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Adam Broughton
Phone Number +1-877-217-8726
Contact Email info@pblwealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
Provides strategies for managing finances to meet long-term goals and optimize wealth.
Income Tax Planning
Offers strategies to minimize tax liabilities and optimize tax efficiency for clients.

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Financials

M&A Details

PBL Wealth Management merged with Mission Wealth Management on
obfuscation
.
Transaction Name 
PBL Wealth Management acquired by Mission Wealth Management Logo
PBL Wealth Management acquired by Mission Wealth Management
Acquired by 
Mission Wealth Management Logo
Mission Wealth Management
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 20

Employee Profiles

News

News and Press

News•Jan 27, 2026
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Jan 27, 2026
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Active Website Tech Count

8PBL Wealth Management is actively using 8 technologies for its website, according to BuiltWith. These include DNSSEC, Google Analytics, and  US Privacy User Signal Mechanism.
Sub-Organizations
Frequently Asked Questions

Where is PBL Wealth Management's headquarters? PBL Wealth Management is located in Austin, Texas, United States.Who are PBL Wealth Management's competitors? Alternatives and possible competitors to PBL Wealth Management may include HighTower Advisors, Cerity Partners, and  Cresset.
Who We Are
What We Do
Helpful Links
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