William Darrell Willerson
Investment adviser representative at Trb Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
CFADesignation
$3.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Trb Wealth Management, LLCApr 2024 to now
- Northern TrustAug 2017 to Aug 2024
- Lookout Capital Management, LPSep 2011 to Aug 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Trb Wealth Management, LLC
$3.7BAssets managed
934Clients
12Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2658845
- Firm CRD
- 309370