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TRB WEALTH MANAGEMENT, LLC
CRD 309370 · SEC 801-119035
9821 KATY FREEWAY, SUITE 110, HOUSTON, TX, 77024, United States
Phone
832-810-3565
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.74B
Discretionary AUM
$3.73B
Team
15 total employees; 13 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 644 | $150.4M |
| High net worth individuals | 194 | $538.2M |
| Pooled investment vehicles | 1 | $20.3M |
| Pension/profit sharing plans | 22 | $38.1M |
| Charitable organizations | 2 | $1.2M |
| State/municipal entities | 11 | $2.33B |
| Corporations/business entities | 60 | $659.5M |
States served
IL, TX
All web addresses on file
Official SEC filing: View on IAPD