William D. Willerson

TRB WEALTH MANAGEMENT

HOUSTON, TX 77024

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CRD#: 2658845

Professional summary

William Darrell Willerson III, who also goes by Trey Willerson, William D Willerson III, William D Willerson, is a registered financial advisor currently at TRB WEALTH MANAGEMENT, LLC located in Houston, Texas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. William has worked at 4 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Trey Willerson | William D Willerson Iii | William D Willerson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Darrell Willerson III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 8, 2024 - Present

TRB WEALTH MANAGEMENT, LLC

Office #1: 9821 Katy Freeway, Suite 110, Houston, TX 77024

RIA

CRD#: 309370

HOUSTON, TX

Past

January 10, 2012 - August 8, 2017

LOOKOUT CAPITAL MANAGEMENT, LP

RIA

CRD#: 159214

HOUSTON, TX

Past

February 14, 2006 - December 31, 2011

FORTRESS ASSET MANAGEMENT LP

RIA

CRD#: 139326

HOUSTON, TX

Past

June 3, 2003 - December 9, 2005

GARCIA HAMILTON & ASSOCIATES LP

RIA

CRD#: 108017

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRB WEALTH MANAGEMENT, LLC

TRB TRUST AND WEALTH MANAGEMENT | TRB WEALTH MANAGEMENT, LLC

CRD#: 309370 / SEC#: 801-119035

RIA

Registered Investment Advisory firm - (7/23/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/8/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

TRB WEALTH MANAGEMENT, LLC

TRB TRUST AND WEALTH MANAGEMENT | TRB WEALTH MANAGEMENT, LLC

CRD#: 309370 / SEC#: 801-119035

RIA

Registered Investment Advisory firm - (7/23/2020 Approved)

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Contact information

Main Address

9821 Katy Freeway, Suite 110, Houston, TX 77024

Mailing Address

Phone number

(832) 810-3565

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRB WEALTH MANAGEMENT LLC - FORM ADV PART 2A (4/1/2025)

TRB WEALTH MANAGEMENT - FORM ADV PART 2A WRAP BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	1,355
AUM (Assets Under Management)	$ 1,169,148,483

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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William D. Willerson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Darrell Willerson III's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRB WEALTH MANAGEMENT, LLC

LOOKOUT CAPITAL MANAGEMENT, LP

FORTRESS ASSET MANAGEMENT LP

GARCIA HAMILTON & ASSOCIATES LP

Primary Firm SEC Registration

TRB WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

TRB WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRB WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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