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TRB WEALTH MANAGEMENT, LLC

HOUSTON, TX · CRD 309370 · IAPD ↗ · trb.bank · 832-810-3565

$3.74BRegulatory AUM
13Advisory reps
15Employees
0Clients
1-10Planning clients
1Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — TRB WEALTH MANAGEMENT, LLC now reports custody of client assets ($443.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
74
April 2026 — TRB WEALTH MANAGEMENT, LLC grew from 9 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2026 — TRB WEALTH MANAGEMENT, LLC reported RAUM up 220% ($1.17B -> $3.74B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — TRB WEALTH MANAGEMENT, LLC shrank from 14 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — TRB WEALTH MANAGEMENT, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — TRB WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2025 — TRB WEALTH MANAGEMENT, LLC now reports 1 private fund(s) ($18.7M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
50
September 2024 — TRB WEALTH MANAGEMENT, LLC moved its main office from HARLINGEN, TX to HOUSTON, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
76
September 2024 — TRB WEALTH MANAGEMENT, LLC grew from 8 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
80
September 2024 — TRB WEALTH MANAGEMENT, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
30
April 2024 — TRB WEALTH MANAGEMENT, LLC changed its website from texasregionalbank.com to trb.bank.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
April 2024 — TRB WEALTH MANAGEMENT, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — TRB WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($489.0M -> $1.19B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.