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Home > Retirement Planners > texas > houston > TRB WEALTH MANAGEMENT, LLC
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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