LP Profile

TRB Wealth Management

Also known as trb wealth

Wealth ManagerHouston, United StatesFounded 2020
$800M
Assets Under Management
Houston
Headquarters
Investment Focus

About TRB Wealth Management

TRB Wealth Management is a wealth manager based in Houston, US. Founded in 2020. Reported AUM: 800 USD millions.

Preferred Geographies

North America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to TRB Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$3.7B
Total Clients
934
Filing Date
March 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to TRB Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is TRB Wealth Management?

TRB Wealth Management is a wealth manager based in Houston, United States, managing approximately $800M in assets.

Where is TRB Wealth Management headquartered?

TRB Wealth Management is headquartered in Houston, United States.

How much does TRB Wealth Management manage?

TRB Wealth Management manages approximately $800M in assets under management.

When was TRB Wealth Management founded?

TRB Wealth Management was founded in 2020.

How can I contact TRB Wealth Management?

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