Wrwco, LLC logo

Wrwco, LLC

Updated today
Find your advisor

Client assets under management

$101,245,881

Clients

55

62% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

18

Low

Average account size

$1,840,834

About

WRWCO, LLC provides discretionary investment management to individuals, families, trusts, businesses and organizations, including IRA and SEP-IRA accounts, while not serving pension or 401(k) plans. As of December 31, 2025 the firm reported managing 154 accounts tied to 55 client relationships with approximately $101,245,881 in assets under management, and client assets are held with Fidelity as the qualified custodian.

The firm’s investment approach is value-oriented, balanced and “endowment-like,” emphasizing the production of regular, predictable and increasing cash payments alongside capital appreciation; portfolios are built across categories such as Taxable Income, Deferred Income, Growth and Income With Growth using stocks, bonds, mutual and closed‑end funds and CDs. WRWCO operates on a fully discretionary basis, seeks diversification to limit single‑security exposure, and provides ongoing reporting of gains, cash flow and performance on monthly, quarterly and annual schedules.

Distinctive operational features include the firm’s use of standing letters of authorization for transfers and an annual audit of custody safeguards, together with custodian-directed trading at Fidelity, which support more complex account operations. The firm also implements borrowing within separately managed accounts (margin or similar borrowing), an uncommon practice among peers, and reflects leadership experience managing institutional and endowment‑style, income‑focused portfolios.

Client services

Portfolio management

Expertise

Wealth management

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Find your advisor

Fee options

Percentage

$0 - $100,000: 1.85% $100,001 - $250,000: 1.48% $250,001 - $500,000: 1.27% $500,001 - $750,000: 1.00% $750,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.88% $2,000,001 - $3,000,000: 0.85% $3,000,001 - $4,000,000: 0.80% $4,000,001 - $5,000,000: 0.75% $5,000,001 - $8,000,000: 0.70% $8,000,001 - $10,000,000: 0.65% $10,000,001 - $30,000,000: 0.60% $30,000,001+: Negotiable

Other

Account minimum: $500,000

Most active in

More info

Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 713-681-9305

Advisors at this firm

Scroll left Scroll right
user avatar

Traci W

Series 65

Houston, TX

Wrwco, LLC

Traci Williams is a Series 65-licensed financial advisor with 21 years of industry experience. She has been with WRWCO, LLC since 2003. WRWCO, LLC provides discretionary investment management to individuals, families, trusts, and small businesses, managing approximately $98 million in assets across a client base of about 50–52 relationships. The firm employs a value-oriented, balanced investment approach emphasizing income with growth, with portfolios diversified across equities and fixed-income securities.

Wealth management
user avatar

William W

Series 63, Series 66

Houston, TX

Wrwco, LLC

William Williams is a financial advisor with Wrwco, LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at United Planners Financial Services and has been with WRWCO, L.L.C. since 2000, as well as Tiger Investment Corporation since 1985. Wrwco, LLC provides discretionary investment management to individuals, families, trusts, and small businesses, managing approximately $98 million in assets across about 50 client relationships. The firm employs a value-oriented, balanced, endowment-like approach focusing on income with growth, diversifying portfolios across equities and fixed income with ongoing research and client reporting.

Wealth management
user avatar

Paul W

Series 63, Series 65

Houston, TX

Wrwco, LLC

Paul Williams is a financial advisor at WRWCO, LLC with 23 years of industry experience. He has held his current role since 2020 and previously worked at United Planners Financial Services. Williams holds Series 63 and Series 65 designations. WRWCO, LLC provides discretionary investment management to individuals, families, trusts, and small businesses, managing approximately $98 million in assets across a small client base. The firm employs a value-oriented, balanced investment approach focused on income with growth, combining full discretionary authority with audit safeguards and client-aligned trading practices.

Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")