# PBL Wealth Management

PBL Wealth Management is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** planningbetterlives.lpages.co
- **LinkedIn:** https://www.linkedin.com/company/pbl-wealth-management

## Regulatory record

- **CRD number:** 178522
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/178522

## About

PBL Wealth Management is an SEC-registered investment adviser in Austin, TX. The firm manages $75 million in assets, $72 million on a discretionary basis. It has 2 employees and 1 investment adviser.

## Questions

### Has PBL Wealth Management disclosed any portfolio holdings?

No. The firm has not appeared in 13F filings, Schedule of Investments disclosures, or press releases identifying portfolio companies. Without a regulatory registration or voluntary disclosure, the composition and concentration of any investment portfolio remains unknown to outside observers.

## Related profiles

- [PaySystem](https://altss.com/profile/paysystem)
- [PC Partner Group](https://altss.com/profile/pc-partner-group-ltdadr)

---

Last updated: 2026-08-10T23:49:37.812Z

Canonical page: https://altss.com/profile/pbl-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology