$101.2M Total AUM
$101.2M Disc. AUM
-- 3Y CAGR
4 Employees
55 ADV. Clients
23 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-29-2003
- Office Locations
- 1
Office Locations
-- Houston TX
About Wrwco, LLC
WRWCO, LLC is a Houston-based fee-only registered investment adviser that builds and manages “income with growth” portfolios designed to operate like endowments—seeking regular, predictable and rising income alongside capital appreciation. Portfolios use publicly traded securities such as stocks and bonds. Led by a father-son investment team with 50+ years combined experience.
Team overview
-- AVG AGE
$50.6M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
22.8 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age
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Investment Themes
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Technology
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Owner & Executives
WILLIAM RAY WILLIAMS
President
- CRD
- #1879733
- Ownership
- 75% or more
Available
Available
Available
P
PAUL WESLEY WILLIAMS
Investment Advisor, Vice President
- CRD
- #4559263
- Ownership
- 5% but less than 10%
Available
Available
Available
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T
TRACI KRISTINE WILLIAMS
--
- CRD
- #4816617
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,245,881 | $533,784 |
| Non-Discretionary | $0 | -- |
| Total | $101,245,881 | $533,784 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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