TRB WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$3,738,768,435
Discretionary
$3,729,367,942
Non-discretionary
$9,400,493
Firm details
- CRD number
- 309370
- SEC file number
- 801-119035
- Main office
- HOUSTON, TX, United States
- Employees
- 15
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.