TRB Wealth Management, LLC
SEC RegisteredBoutique services with a personalized focus on your family's unique needs.
About the firm
TRB Wealth Management, LLC is a Registered Investment Advisor with the Securities and Exchange Commission, doing business as TRB Trust and Wealth Management. The firm provides families with wealth guidance through trusted fiduciaries who combine expert stewardship with personalized strategies. Trust and Family Office services are offered exclusively through Texas Regional Bank.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Management, Estate & Trust Administration, Holistic Wealth Strategy, Family Office Services, and Institutional Services.
Who they serve
Families seeking personalized wealth management, as well as institutional clients.
| 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 | — |
Leadership
Office locations
Advisors at this firm
16 advisors in the directory
Regulatory & compliance
| 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
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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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