Tpb Wealth Advisors, LLC

TPB Wealth Advisors, LLC is a registered investment adviser that began operations in 2009. It is a subsidiary of Texas Partners Bank, LLC, which is a bank holding company. TPB Wealth Advisors offers comprehensive wealth management services, including financial planning and investment management, tailored to high-achieving clients. The firm provides three primary solutions: integrated financial planning, investment advisory services, and access to private pooled investment solutions. Investment strategies include long-term purchases, short-term purchases, trading, short sales, margin transactions, and option writing. Clients are encouraged to review financial issues, investment objectives, and account performance with TPB Wealth Advisors on an annual basis, with formal meetings generally conducted quarterly. The firm does not receive referral fees, and clients are not required to utilize related companies for services. TPB Wealth Advisors does not have physical custody of client assets but may have custody through access to client assets or authority to withdraw client assets held at a custodian. The firm does not vote proxies on behalf of clients. TPB Wealth Advisors does not solicit fees in advance exceeding $1,200 per client. Investment products and services are not FDIC insured, not a deposit of the bank, not bank guaranteed, and may lose value.