Trb Wealth Management

Asset Manager SEC-registered adviser

Legal name: Trb Wealth Management, LLC

Houston, TX Website

AUM

$3.7B
Regulatory AUM

Private funds

1
Real Estate 1

Private fund assets

—

Employees

15

Last Form D raise

—

From SEC Form ADV filing (filed Aug 24, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

R
Robert Farris
Chairman
Source: SEC Form ADV
W
William Willerson
President
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Trb Opportunistic Re, LPReal Estate$20.3M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
309370
SEC file number
801-119035

Sources