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| TRB Wealth Management LLC
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| |
|---|---|
| CRD # | 309370 |
| SEC # | 801-119035 |
| CIK # | |
| AUM | $1.2 BB (2024-08-27) |
| Employees | 15 (93% Investors, 7% Brokers) |
| Phone | 832-810-3565 |
| Address | 9821 Katy Freeway, Suite 110 Houston, TX 77024 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 333 | 133.1 |
| (b) Individuals (high net worth individuals) | 95 | 225.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 33.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 6 | 40.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 88 | 760.8 |
| Total | 1,460 | 1,193.8 |
| By Discretionary | ||
| Discretionary | 1,338 | 1,152.7 |
| Non-Discretionary | 122 | 41.0 |
| Total | 1,460 | 1,193.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,193.8 | |
| Total | 1,460 | 1,193.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capital Creek Partners LLC
✚
|
TX | 1.2 |
|
The Pinnacle Financial Group
✚
|
NY | 1.2 |
|
Murray Financial Group LLC
✚
|
MN | 1.2 |
|
CRA Financial Services LLC
✚
|
NJ | 1.2 |
|
Gilbert & Cook Inc
✚
|
IA | 1.2 |
|
Delta Financial Group Inc
✚
|
NJ | 1.2 |
|
Octagon Financial Services Inc
✚
|
VA | 1.2 |
|
JM Forbes & Co LLP
✚
|
MA | 1.2 |
|
Galvin Gaustad & Stein LLC
✚
|
AZ | 1.2 |
|
Focused Wealth Management Inc
✚
|
NY | 1.2 |