Alma Leticia Villarreal
Investment Adviser Representative at TRB WEALTH MANAGEMENT, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Alma Leticia Villarreal has worked in the securities industry since 2007. They have passed the Series 66 and 7 examinations. They are registered to provide investment advisory services in Texas.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Up to $2M - First Tier | 1.35% |
| Up to $2M - Second Tier | 1.15% |
| Up to $2M - Third Tier | 0.95% |
| Above $2M - First Tier | 0.95% |
| Above $2M - Second Tier | 0.95% |
| Above $2M - Third Tier | 0.95% |
| Above $2M - Fourth Tier | 0.80% |
| Above $2M - Fifth Tier | 0.65% |
| Above $2M - Sixth Tier | 0.50% |
Firm-stated minimum; may be waived at the firm's discretion.
TRB Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alma Leticia Villarreal has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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