Business combination · Adviser / wealth-management
PBL Wealth Management
Transaction overview
Reported completed
Exact closing date not established.
Mission Wealth reported that PBL Wealth Management, founded by Adam Broughton, became part of the firm in January 2026. Broughton joined Mission Wealth at that time. The source does not specify an exact closing day or ownership percentage.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- IPO Planning for Employees: Tax Strategies, Risks, and What to Do Before You Sell | Mission Wealth ↗
Official firm website · Published Mar 25, 2026
The March 25, 2026 article author biography explicitly reports that PBL Wealth Management became part of Mission Wealth in January 2026, when founder Adam Broughton joined. It does not establish a specific closing day or ownership percentage.