Investment adviser · CRD 309370

TRB WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

HOUSTON, TX, United States · Form ADV filed Aug 24, 2026

Regulatory AUM
$3.74B
Form ADV · Item 5.F
Client accounts
934
Accounts, not individual clients
Employees
15
Reported in this filing
Advisory professionals
13
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Government entities11$2,331,117,62162.3%
Corporations & businesses60$659,521,15417.6%
High-net-worth individuals194$538,209,60714.4%
Individuals644$150,359,2884.0%
Retirement plans22$38,051,7801.0%
Pooled investment vehicles1$20,288,0000.5%
CharitiesFewer than 5$1,220,9850.0%
Filing source

Form ADV 2125486 · Aug 24, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Aug 24, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

9821 KATY FREEWAY, SUITE 110
HOUSTON, TX, 77024, United States

CRD 309370

Filing source

Form ADV 2125486 · Aug 24, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.