TRB WEALTH MANAGEMENT, LLC

9821 Katy Freeway, Suite 110
Houston, Texas 77024
Tel: 832-810-3565

About TRB WEALTH MANAGEMENT, LLC

TRB WEALTH MANAGEMENT, LLC, formally registered with the SEC as TRB WEALTH MANAGEMENT, LLC. The firm was established in 07/23/2020. They have over 3 offices throughout the country.

TRB WEALTH MANAGEMENT, LLC is a Houston, Texas based Financial Planning firm with nearly $1,193,787,499 assets under management, offering retirement planning & investment advisory services to 1460 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309370
SEC#	801-119035
Assets Managed by Firm	$1,193,787,499
No. of Clients	1460
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1460	$1,193,787,499
Individuals (other than high net worth individuals)	333	$133,133,759
High net worth individuals	95	$225,340,397
Pension and profit sharing plans	15	$33,888,077

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