| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Trb Opportunistic Re, LP | Real Estate | $18.7M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Adam Fedorko Control | President | Under 5% | 2024 |
| Brian Cafferky Control | Chief Compliance Officer | Under 5% | 2024 |
| Robert Raimond Farris Control | Chairman | Under 5% | 2024 |
Trb Wealth Management, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
Trb Wealth Management, LLC manages 1 private funds with combined gross assets of $18.7 million.
Trb Wealth Management, LLC reports 15 employees.
Trb Wealth Management, LLC is based in Houston, TX and has been SEC-registered since 2020.
Trb Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9821 Katy Freeway, Suite 110, Houston, TX 77024 |
| Phone | 832-810-3565 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.12B |
| Non-discretionary | $50.5M |
| Total (RAUM) | $1.17B |