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 an SEC-registered advisory firm organized as an LLC (registered in 2020) that serves both individual/family and institutional clients. The firm provides fee-based financial planning and portfolio management across a range of client types — individuals and small businesses, pooled vehicles, businesses or institutions — and also offers pension consulting services. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. TRB does not identify as an active ESG investor and it is not registered as a multi-state adviser. The firm has ties to other parts of the financial industry: it lists affiliations with broker-dealers, banking or thrift institutions, insurance companies, and acts as sponsor/GP/managing member for pooled investment vehicles.