TRB Wealth Management, LLC

RIASEC RegisteredEst. 2020

Total AUM

$3.7B

Discretionary

$3.7B

100% of AUM

Avg account

$4M

Accounts

934

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 309370
Registered since: July 23, 2020
Website: www.texasregionalbank.com
Custodians: U.S. BANK, N.A., CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: State / Municipal Government62.35%
Corporations / Businesses17.64%
HNWI14.4%
Individuals4.02%
Pension & Profit Sharing Plans1.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

TRB Wealth Management, LLC is a limited liability company that registered with the SEC in 2020. The firm serves both individual/family and institutional clients and describes its advisory services to include financial planning, portfolio management for individuals, small businesses and pooled investment vehicles, portfolio management for businesses or institutions, and pension consulting services — although it is not designated as a pension consultant on filings. Fee arrangements include percentage-of-AUM pricing alongside hourly and fixed-fee engagements. TRB is not flagged as an active ESG investor and is not identified as a multi-state adviser. TRB lists several industry affiliations, including relationships with broker-dealers, banking or thrift institutions, and insurance companies. The firm also acts in sponsor/GP/managing-member roles for pooled investment vehicles, indicating it takes operational roles in some private funds it manages or sponsors.