TRB WEALTH MANAGEMENT, LLC
CRD #309370 SEC #801-119035 HOUSTON, TX 832-810-3565
SEC Registered Private Funds
Total AUM
$1.2B
Discretionary
$1.1B
Employees
15
Clients
10
Accounts
1,355
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.2B | $1.1B | $50.5M | 15 | 0 |
| Apr 2025 | $1.2B | $1.1B | $50.5M | 15 | 0 |
| Aug 2024 | $1.2B | $1.2B | $41M | 15 | 0 |
| Apr 2024 | $1.2B | $1.2B | $41M | 8 | 0 |
| Mar 2024 | $1.2B | $1.2B | $41M | 8 | 0 |
| Mar 2023 | $489M | $484M | $5M | 7 | 0 |
| Dec 2022 | $480.1M | $341M | $139.1M | 9 | 0 |
| Sep 2022 | $480.1M | $341M | $139.1M | 9 | 0 |
| May 2022 | $480.1M | $341M | $139.1M | 9 | 0 |
| Mar 2022 | $480.1M | $341M | $139.1M | 9 | 0 |
| Mar 2021 | $180.6M | $171.4M | $9.2M | 7 | 0 |
| Jan 2021 | $180.6M | $171.4M | $9.2M | 7 | 0 |
DateApr 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$50.5M
Employees15
Clients0
DateApr 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$50.5M
Employees15
Clients0
DateAug 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$41M
Employees15
Clients0
DateApr 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$41M
Employees8
Clients0
DateMar 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$41M
Employees8
Clients0
DateMar 2023
Total AUM$489M
Discretionary$484M
Non-Disc.$5M
Employees7
Clients0
DateDec 2022
Total AUM$480.1M
Discretionary$341M
Non-Disc.$139.1M
Employees9
Clients0
DateSep 2022
Total AUM$480.1M
Discretionary$341M
Non-Disc.$139.1M
Employees9
Clients0
DateMay 2022
Total AUM$480.1M
Discretionary$341M
Non-Disc.$139.1M
Employees9
Clients0
DateMar 2022
Total AUM$480.1M
Discretionary$341M
Non-Disc.$139.1M
Employees9
Clients0
DateMar 2021
Total AUM$180.6M
Discretionary$171.4M
Non-Disc.$9.2M
Employees7
Clients0
DateJan 2021
Total AUM$180.6M
Discretionary$171.4M
Non-Disc.$9.2M
Employees7
Clients0