Trb Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

309370

SEC number

801-119035

Firm type

RIA

Assets under management

$3.7B as of Mar 30, 2026

Website

www.trb.bank/wealth-management ↗

Phone

832-810-3565

Address

9821 Katy Freeway, Suite 110, Houston, TX, 77024

Advisors at this firm

15 in our index · page 1 of 1

• Michael Scott BaldermannCRD 7240486 · Denton, TX
  IA Registered
• Eduardo Enrique CasoCRD 5221579 · Houston, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Tanya Teresa CastroCRD 4849188 · Houston, TX
  IA RegisteredRegistration inactive
• Michael Ray CostaCRD 2458595 · Harlingen, TX
  IA Registered
  Disclosure event(s) on record
• Robert Raimond FarrisCRD 6546285 · Houston, TX
  IA Registered
• Benjamin Adam FedorkoCRD 7963698 · Houston, TX
  IA Registered
• Ricardo Garcia FuentesCRD 5730654 · Mcallen, TX
  IA Registered
• Hunter Blake LayneCRD 6690829 · Houston, TX
  IA Registered
• Cody Drake PerezCRD 7291229 · Brownsville, TX
  IA RegisteredRegistration inactive
• Linda Lorraine RobertsCRD 5459250 · Houston, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Anthony Peyton StamperCRD 6326062 · Houston, TX
  IA Registered
• John Robin StewartCRD 6334799 · Harlingen, TX
  IA RegisteredRegistration inactive
• John Lee TippitCRD 5809446 · Mcallen, TX
  IA RegisteredBroker
• Alma Leticia VillarrealCRD 2296543 · Houston, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• William Darrell WillersonCRD 2658845 · Houston, TX
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.