Trb Wealth Management, LLC

Trb Wealth Management, LLC (CRD# 309370) is a financial advisory firm headquartered in Harlingen, TX. They manage $1,193,787,499 in 1,460 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6770 West I-2 (expressway 83), Harlingen, TX 78552
https://www.trb.bank/wealth-management
By the Numbers
  • Total Assets Under Management
    1,194
    MILLION
  • Total Number of Accounts
    1,460
    ACCOUNTS
  • Average Account Value
    $817,663
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Trb Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Robert Farris, financial advisor Harlingen TX
Robert R. Farris
CRD#: 6546285
6770 West I-2 (expressway 83), Harlingen, TX 78552

Robert Farris (CRD# 6546285) is an Investment Advisor Representative working at Trb Wealth Management, LLC in Harlingen, TX and has 1 year of experience in the finance industry.

2
Ricardo Garcia Fuentes, financial advisor Harlingen TX
Ricardo Garcia Fuentes
CRD#: 5730654
6770 West I-2 (expressway 83), Harlingen, TX 78552

Ricardo Garcia Fuentes (CRD# 5730654) is an Investment Advisor Representative working at Trb Wealth Management, LLC in Harlingen, TX and has over 14 years of experience in the finance industry.

3
Linda Roberts, financial advisor Harlingen TX
Linda L. Roberts
CRD#: 5459250
6770 West I-2 (expressway 83), Harlingen, TX 78552

Linda Roberts (CRD# 5459250) is an Investment Advisor Representative working at Trb Wealth Management, LLC in Harlingen, TX and has over 11 years of experience in the finance industry.

4
John Tippit, financial advisor Harlingen TX
John L. Tippit
CRD#: 5809446
6770 West I-2 (expressway 83), Harlingen, TX 78552

John Tippit (CRD# 5809446) is an Investment Advisor Representative working at Trb Wealth Management, LLC in Harlingen, TX and has over 12 years of experience in the finance industry.

5
Kevin Whitworth, financial advisor Lakeway TX
Kevin S. Whitworth
CRD#: 5797314
1213 Ranch Rd 620 S, Lakeway, TX 78734

Kevin Whitworth (CRD# 5797314) is an Investment Advisor Representative working at Trb Wealth Management, LLC in Lakeway, TX and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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