Wrwco, LLC (Houston)


Wrwco, LLC is an adviser based in Houston. It manages $79 million of regulatory assets for 148 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Pennsylvania, and Texas.

Wrw provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wrw: assets under management

The assets under management (AUM) of Wrwco, LLC is $79 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 147% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $79 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $533.78 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wrwco, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wrwco, LLC

William Ray Williams has been acting as President since 1 Jun 2000. Paul Wesley Williams joined the executive team most recently as the Iar Representative/Assistant To The President.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
William Ray Williams President 1 Jun 2000 75% - 100% 1879733
Paul Wesley Williams Iar representative/assistant to the president 1 Dec 2005 Other 4559263

Based in Houston

The principal office where Wrwco, LLC performs its advisory services is located at 5013 Happy Hollow St., Houston, TX 77018 1230 The mailing address of the firm is P O Box 925798, Houston, TX 77292 5798. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-681-9305 or by fax 713-688-0847. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.wrwco@aol.com.