# TRB WEALTH MANAGEMENT, LLC

TRB WEALTH MANAGEMENT, LLC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 309370
- Type: SEC-registered investment adviser
- SEC file number: 801-119035
- Location: 9821 KATY FREEWAY, SUITE 110, HOUSTON, TX, 77024
- Phone: 832-810-3565
- Latest filing: 2026-03-30
- Regulatory AUM: $3.7B
- Discretionary AUM: $3.7B
- Non-discretionary AUM: $9.4M
- Clients: 15
- Accounts: 934

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Investment cos

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Robert Raimond Farris | CHAIRMAN | — |
| Brian Cafferky | CHIEF COMPLIANCE OFFICER | Houston, TX |
| Benjamin Adam Fedorko | PRESIDENT | — |
| CAFFERKY BRIAN | CHIEF COMPLIANCE OFFICER | — |
| ROBERTS LINDA LORRAINE | CHIEF COMPLIANCE OFFICER | — |
| FARRIS ROBERT RAIMOND | CHAIRMAN; PRESIDENT - CHAIRMAN | — |
| TIPPIT JOHN LEE | VICE PRESIDENT - SECRETARY | — |
| FEDORKO BENJAMIN ADAM | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309370/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309370/similar
- Related entities: https://search.stillhousedata.com/firm/309370/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309370

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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.