RIA Intel›Advisers›Texas›TRB WEALTH MANAGEMENT, LLC

TRB WEALTH MANAGEMENT, LLC

Advisory

N·HOUSTON, TX

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM

$3.7B

1-Year AUM Growth

+144.1%

3-Year CAGR

+72.0%

Employees

13

Assets Under Management

Total AUM$3.7B

Discretionary AUM$3.7B

Non-Discretionary AUM$9M

Discretionary %99.7%

Total Clients952

Team

Total Employees13

Investment Advisers15

Employee Growth (1Y)+100.0%

Filing History

Total Filings on Record13

First FilingJun 10, 2020

Latest FilingMar 30, 2026

🔒 Full AUM trend chart and 13 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TRB WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.