SEC Form ADV

TRB WEALTH MANAGEMENT, LLC

Firm profile: TRB Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserTX
$3.7B
Assets Under Management
15
Employees
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Registration Details

Accession
crd-309370
Location
HOUSTON, TX
Filing Date
August 24, 2026
AUM
$3.7B
Institutional Clients
36
Employees
15
Amendment
No

Client Types

IndividualsHNW IndividualsPooled Investment VehiclesPension PlansCharitable OrganizationsGovernment EntitiesCorporations

Private Funds

1 private fund reported on Form ADV Schedule D 7.B.1, $20.3M in combined gross assets.

  • TRB OPPORTUNISTIC RE, LPReal Estate Fund$20.3M

About this Adviser

TRB WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in HOUSTON, TX, managing approximately $3.7B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.