Eduardo Enrique Caso
Investment adviser representative at Trb Wealth Management, LLC
15 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
15 years in the industry.
- Trb Wealth Management, LLCNov 2021 to now
- Texas Regional BankMay 2018 to now
- Arkadios CapitalMay 2018 to Dec 2019
- Arkadios Wealth AdvisorsMay 2018 to Dec 2019
- Lone Star National BankDec 2011 to May 2018
- LPL FinancialDec 2011 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
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
- 5221579
- Firm CRD
- 309370