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Building 2TRB WEALTH MANAGEMENT, LLC

Map pinHOUSTON, TX
Phone832-810-3565
NotebookSEC #801-119035
Total AUM
$3.7B
Employees
15
Clients
934

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9821 KATY FREEWAY, SUITE 110
HOUSTON
TX 77024
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
832-810-3565
Other Offices
3

ReceiptFinancials

Total AUM
$3.7B
Accounts
934
Discretionary
$3.7B
Accounts
927
Non-Discretionary
$9.4M
Accounts
7

ContactClients

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Individual Clients
644
AUM
$150.4M
HNW Individual Clients
194
AUM
$538.2M
Pooled Vehicle Clients
1
AUM
$20.3M
Pension/Profit Sharing Plan Clients
22
AUM
$38.1M
Charitable Organization Clients
2
AUM
$1.2M
Government Entity Clients
11
AUM
$2.3B
Corporation or Business Clients
60
AUM
$659.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTX

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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