TRB WEALTH MANAGEMENT, LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 309370). Regulatory assets under management: $3.7B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Investment cos.
| 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 | — |