# TPB WEALTH ADVISORS, LLC

TPB WEALTH ADVISORS, LLC of SAN ANTONIO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 150508
- Type: SEC-registered investment adviser
- SEC file number: 801-70282
- Location: 1900 NW LOOP 410, SUITE 250, SAN ANTONIO, TX, 78213
- Phone: 210-424-8710
- Latest filing: 2024-03-19
- Clients: 2

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| HARRIS KEVIN MCCLAIN | CHIEF INVESTMENT OFFICER/PRESIDENT; CHIEF INVESTMENT OFFICER/PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| SOLCHER WHITNEY E | MANAGING DIRECTOR; MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| BUGG JAMES BRUCE | CHAIRMAN; CHAIRMAN AND CEO; DIRECTOR (+3 more) | — |
| CROWDER REBECCA ANNE | EXECUTIVE VICE PRESIDENT; PRESIDENT; VICE PRESIDENT OF RISK MANAGEMENT AND OPERATIONS (+1 more) | — |
| SOLCHER WHITNEY ELIZABETH | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| FERNANDEZ LEONARD CHAD | VICE PRESIDENT | — |
| AKHIL OMAR | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT; VICE PRESIDENT | — |
| SCHOTT MICHAEL A | COO | — |
| APPLE AUDIE GENE | PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| DELAC DANIEL T | VICE PRESIDENT | — |
| SCHWEERS GARY | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT | — |
| CANTRELL BARRY L | VICE PRESIDENT | — |
| CHUANG JENNIFER TZY-HUOY | VICE PRESIDENT | — |
| SONDERGELD AMY | CHIEF FINANCIAL OFFICER | — |
| OWNBY BOB | EXECUTIVE VICE PRESEDENT; PRESIDENT | — |
| OWNBY ROBERT G | PRESIDENT AND DIRECTOR | — |
| GRUBER CHARLES J | CHIEF INFORMATION OFFICER | — |
| GIVEN BRENT | CEO AND DIRECTOR | — |
| SCHWEERS GARY LANE | CHIEF COMPLIANCE OFFICER | — |
| SONDERGELD AMY JEAN | CHIEF FINANCIAL OFFICER | — |
| GRUBER CHARLES JOHN | CHIEF INFORMATION OFFICER | — |
| GIVEN BRENT RUSSELL | CEO AND DIRECTOR | — |
| GONZALES REGINA | CHIEF COMPLIANCE OFFICER | — |
| Graves Sherita | CCO | — |


## Private funds (4)

Mix: Hedge Fund 3 · Private Equity Fund 1

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| TPB OPPORTUNITIES FUND LP- SERIES 3 OPEN END STRATEGIES II | Hedge Fund | — | 26 | $23.1M | $500K |
| TPB OPPORTUNITIES FUND LP- SERIES 2 CLOSED END STRATEGIES | Hedge Fund | — | 46 | $7.0M | $500K |
| SACM BIOTECH VENTURES, LLC | Private Equity Fund | — | 6 | $5.1M | $100K |
| TPB OPPORTUNITIES FUND LP- SERIES 1 OPEN END STRATEGIES | Hedge Fund | — | 19 | $3.7M | $500K |


## Fund service providers (1)

- administrator: ULTIMUS FUND SOLUTIONS — 3 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150508/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150508/similar
- Related entities: https://search.stillhousedata.com/firm/150508/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150508

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.