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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 3, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CAFFERKY, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAFFERKY, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAFFERKY, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAFFERKY, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FARRIS, ROBERT, RAIMOND | I | PRESIDENT - CHAIRMAN | NA | Control |
| FARRIS, ROBERT, RAIMOND | I | PRESIDENT - CHAIRMAN | NA | Control |
| FARRIS, ROBERT, RAIMOND | I | PRESIDENT - CHAIRMAN | NA | Control |
| FARRIS, ROBERT, RAIMOND | I | PRESIDENT - CHAIRMAN | NA | Control |
| FARRIS, ROBERT, RAIMOND | I | PRESIDENT - CHAIRMAN | NA | Control |
| FARRIS, ROBERT, RAIMOND | I | PRESIDENT - CHAIRMAN | NA | Control |
| FARRIS, ROBERT, RAIMOND | I | PRESIDENT - CHAIRMAN | NA | Control |
| FARRIS, ROBERT, RAIMOND | I | PRESIDENT - CHAIRMAN | NA | Control |
| FARRIS, ROBERT, RAIMOND | I | PRESIDENT - CHAIRMAN | NA | Control |
| FARRIS, ROBERT, RAIMOND | I | PRESIDENT - CHAIRMAN | NA | Control |
| FARRIS, ROBERT, RAIMOND | I | CHAIRMAN | NA | Control |
| FARRIS, ROBERT, RAIMOND | I | CHAIRMAN | NA | Control |
| FARRIS, ROBERT, RAIMOND | I | PRESIDENT - CHAIRMAN | NA | Control |
| FARRIS, ROBERT, RAIMOND | I | PRESIDENT - CHAIRMAN | NA | Control |
| FARRIS, ROBERT, RAIMOND | I | CHAIRMAN | NA | Control |
| FARRIS, ROBERT, RAIMOND | I | CHAIRMAN | NA | Control |
| FEDORKO, BENJAMIN, ADAM | I | PRESIDENT | NA | Control |
| FEDORKO, BENJAMIN, ADAM | I | PRESIDENT | NA | Control |
| FEDORKO, BENJAMIN, ADAM | I | PRESIDENT | NA | Control |
| FEDORKO, BENJAMIN, ADAM | I | PRESIDENT | NA | Control |
| ROBERTS, LINDA, LORRAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, LINDA, LORRAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, LINDA, LORRAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, LINDA, LORRAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, LINDA, LORRAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, LINDA, LORRAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, LINDA, LORRAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, LINDA, LORRAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, LINDA, LORRAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, LINDA, LORRAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, LINDA, LORRAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, LINDA, LORRAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TIPPIT, JOHN, LEE | I | VICE PRESIDENT - SECRETARY | NA | Control |
| TIPPIT, JOHN, LEE | I | VICE PRESIDENT - SECRETARY | NA | Control |
| TIPPIT, JOHN, LEE | I | VICE PRESIDENT - SECRETARY | NA | Control |
| TIPPIT, JOHN, LEE | I | VICE PRESIDENT - SECRETARY | NA | Control |
| TIPPIT, JOHN, LEE | I | VICE PRESIDENT - SECRETARY | NA | Control |
| TIPPIT, JOHN, LEE | I | VICE PRESIDENT - SECRETARY | NA | Control |
| TIPPIT, JOHN, LEE | I | VICE PRESIDENT - SECRETARY | NA | Control |
| TIPPIT, JOHN, LEE | I | VICE PRESIDENT - SECRETARY | NA | Control |
| TIPPIT, JOHN, LEE | I | VICE PRESIDENT - SECRETARY | NA | Control |
| TIPPIT, JOHN, LEE | I | VICE PRESIDENT - SECRETARY | NA | Control |
| TIPPIT, JOHN, LEE | I | VICE PRESIDENT - SECRETARY | NA | Control |
| TIPPIT, JOHN, LEE | I | VICE PRESIDENT - SECRETARY | NA | Control |
| TEXAS REGIONAL BANK | DE | OWNER | E | Control |
| TEXAS REGIONAL BANK | DE | OWNER | E | Control |
| TEXAS REGIONAL BANK | DE | OWNER | E | Control |
| TEXAS REGIONAL BANK | DE | OWNER | E | Control |
| TEXAS REGIONAL BANK | DE | OWNER | E | Control |
| TEXAS REGIONAL BANK | DE | OWNER | E | Control |
| TEXAS REGIONAL BANK | DE | OWNER | E | Control |
| TEXAS REGIONAL BANK | DE | OWNER | E | Control |
| TEXAS REGIONAL BANK | DE | OWNER | E | Control |
| TEXAS REGIONAL BANK | DE | OWNER | E | Control |
| TEXAS REGIONAL BANK | DE | OWNER | E | Control |
| TEXAS REGIONAL BANK | DE | OWNER | E | Control |
| TEXAS REGIONAL BANK | DE | OWNER | E | Control |
| TEXAS REGIONAL BANK | DE | OWNER | E | Control |
| TEXAS REGIONAL BANK | DE | OWNER | E | Control |
| TEXAS REGIONAL BANK | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| TEXAS STATE BANKSHARES, INC. | DE | TEXAS REGIONAL BANK | E | Control |
| TEXAS STATE BANKSHARES, INC. | DE | TEXAS REGIONAL BANK | E | Control |
| TEXAS STATE BANKSHARES, INC. | DE | TEXAS REGIONAL BANK | E | Control |
| TEXAS STATE BANKSHARES, INC. | DE | TEXAS REGIONAL BANK | E | Control |
| TEXAS STATE BANKSHARES, INC. | DE | TEXAS REGIONAL BANK | E | Control |
| TEXAS STATE BANKSHARES, INC. | DE | TEXAS REGIONAL BANK | E | Control |
| TEXAS STATE BANKSHARES, INC. | DE | TEXAS REGIONAL BANK | E | Control |
Registrations
Federal
IA
Apr 3, 2025 REGISTERED
Notice Filings (2)
IL TX
Address
9821 KATY FREEWAY, SUITE 110HOUSTON, TX 77024
United States
Phone: 832-810-3565