TW
TRB WEALTH MANAGEMENT, LLC
SEC RegisteredHOUSTON, TXhttps://trb.bank/wealth-management832-810-3565
Assets Under Management
$1B–$5B
Employees
15
Office Locations
3 offices
Total Accounts
934
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable Organizations
Services
investment_managementfinancial_planninginsurancewealth_management
Private funds / alternatives
Real Estate
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 644 | $150M |
| High Net Worth Individuals | 194 | $538M |
| Pension/Profit Sharing Plans | 1 | $20M |
| Charitable Organizations | 22 | $38M |
| State/Municipal Entities | 2 | — |
0 total clients reported on Form ADV.
Leadership
Linda Lorraine Roberts
CHIEF COMPLIANCE OFFICER
Robert Raimond Farris
PRESIDENT - CHAIRMAN
John Lee Tippit
VICE PRESIDENT - SECRETARY
Texas Regional Bank
OWNER
Inc. Texas State Bankshares
OWNER
Office locations
3 offices in 1 state
TX
HOUSTONHQ
TX
MCALLEN
TX
HARLINGEN
Advisors at this firm
16 advisors in the directory
Michael Scott Baldermann
Investment Adviser Representative
Eduardo Enrique Caso
Investment Adviser Representative
Tanya Teresa Castro
Investment Adviser Representative
Michael Ray Costa
Investment Adviser Representative
Robert Raimond Farris
Investment Adviser Representative
Benjamin Adam Fedorko
Investment Adviser Representative
Ricardo Garcia Fuentes
Investment Adviser Representative
Darren Hem
Investment Adviser Representative
Hunter Blake Layne
Investment Adviser Representative
Cody Drake Perez
Investment Adviser Representative
Linda Lorraine Roberts
Investment Adviser Representative
Anthony Peyton Stamper
Investment Adviser Representative
John Robin Stewart
Investment Adviser Representative
John Lee Tippit
Investment Adviser Representative
Alma Leticia Villarreal
Investment Adviser Representative
William Darrell Willerson
Investment Adviser Representative
Regulatory & compliance
CRD number
#309370
SEC Number
801-119035
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $100,000 (waivable)
| 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% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
trb.bank/wealth-managementPhone
832-810-3565Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TRB WEALTH MANAGEMENT, LLC 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 the SEC or FINRA websites before making any decision.