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Anthony Peyton Stamper

Investment adviser representative at Trb Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.7BFirm assets

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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

10 years in the industry.

  1. Trb Wealth Management, LLCFeb 2024 to now
  2. Texas Regional BankFeb 2024 to now
  3. Crowe LLPJan 2022 to Feb 2024
  4. Briggs & Veselka Co.Jul 2016 to Jan 2022

Designations

  • CFP® certification

Exams passed

No exams in this record.

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
6326062
Firm CRD
309370
Advisor's SEC record (opens in a new tab)
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