Michael Ray Costa
Investment adviser representative at Trb Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$3.7BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Trb Wealth Management, LLCOct 2025 to now
- Loan Star National BankFeb 2013 to Oct 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Trb Wealth Management, LLC
$3.7BAssets managed
934Clients
12Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2458595
- Firm CRD
- 309370