TRB WEALTH MANAGEMENT, LLC

HOUSTON, Texas·5 registered advisors·CRD# 309370
SEC# 801-1190352832-810-3565
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
15
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at TRB WEALTH MANAGEMENT, LLC

5 registered advisors
Benjamin Adam Fedorko
HOUSTON, Texas
Brian Cafferky
HOUSTON, Texas
John Lee Tippit
HARLINGEN, Texas
Linda Lorraine Roberts
HARLINGEN, Texas
Robert Raimond Farris
HARLINGEN, Texas
05

Office Locations

HARLINGEN, Texas
3 advisors
HOUSTON, Texas
2 advisors

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Data sourced from SEC Form ADV filings. TRB WEALTH MANAGEMENT, LLC (CRD# 309370) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.