{"id":163558,"date":"2026-02-13T19:11:06","date_gmt":"2026-02-13T19:11:06","guid":{"rendered":"https:\/\/www.newsbeep.com\/us-tx\/163558\/"},"modified":"2026-02-13T19:11:06","modified_gmt":"2026-02-13T19:11:06","slug":"westlake-based-pbl-wealth-management-merges-with-mission-wealth","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us-tx\/163558\/","title":{"rendered":"Westlake-based PBL Wealth Management merges with Mission Wealth\u00a0"},"content":{"rendered":"<p>\t\t\t\t\t\t\tWestlake-based PBL Wealth Management and <a href=\"https:\/\/missionwealth.com\/location\/austin\/\" rel=\"nofollow noopener\" target=\"_blank\">Mission Wealth<\/a> announced a <a href=\"https:\/\/missionwealth.com\/mission-wealth-announces-a-strategic-merger-with-pbl-wealth-management\/\" rel=\"nofollow noopener\" target=\"_blank\">strategic merger<\/a> in January.<\/p>\n<p>Under the merger, PBL Wealth Management will become part of Mission Wealth, and PBL founder Adam Broughton will join Mission Wealth as a partner and senior wealth adviser.<\/p>\n<p>&#8220;Joining Mission Wealth provides our clients access to a broader platform while preserving the personalized, fiduciary approach that defines our practice,&#8221; Broughton said in the news release. &#8220;This partnership further strengthens our ability to deliver coordinated strategies across tax, investment and long-term planning.&#8221;<\/p>\n<p>Diving in deeper <\/p>\n<p>PBL offers advisory services, portfolio management, tax modeling, compensation guidance and retirement income planning. Its Austin team will continue to serve clients locally, according to the news release.<\/p>\n<p>Mission Wealth is a registered investment adviser that oversees over $14.1 billion in assets, according to the news release. The business, which has an office just off South MoPac, offers financial planning, investment counsel, estate planning and asset protection.<\/p>\n<p>&#8220;Adam&#8217;s thoughtful approach aligns well with our planning philosophy and strengthens our ability to serve clients in one of the fastest-growing markets in the country,&#8221; said Matthew Adams, CEO and managing partner of Mission Wealth.<\/p>\n<p>&#8220;&gt;<\/p>\n","protected":false},"excerpt":{"rendered":"Westlake-based PBL Wealth Management and Mission Wealth announced a strategic merger in January. Under the merger, PBL Wealth&hellip;\n","protected":false},"author":2,"featured_media":163559,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11],"tags":[132,134,133,66834,1604,251,66832,66831,20785,66833],"class_list":{"0":"post-163558","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-austin","8":"tag-austin","9":"tag-austin-headlines","10":"tag-austin-news","11":"tag-austin-wealth-management","12":"tag-community-impact","13":"tag-local-news","14":"tag-mission-wealth","15":"tag-pbl-wealth-management","16":"tag-westlake","17":"tag-westlake-wealth-management"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/posts\/163558","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/comments?post=163558"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/posts\/163558\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/media\/163559"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/media?parent=163558"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/categories?post=163558"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/tags?post=163558"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}