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RIA / WealthAdvisorChartered Financial Analyst23 years in industry

WILLIAM DARRELL WILLERSON

Advisor at TRB WEALTH MANAGEMENT, LLC

HOUSTON, TX

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Search this name across graphsid dfx:ria:f2f1795f-ed9f-0144-a543-2a9d42ceb491

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 3, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TRB WEALTH MANAGEMENT, LLC
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 3, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
First registration: Jun 3, 2003
Dual registered: no
Other names: TREY WILLERSON|WILLIAM D WILLERSON|WILLIAM D WILLERSON
IAPD individual key: 2658845

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRB WEALTH MANAGEMENT, LLC	Other adviser	Oct 8, 2024	n/a	yes	HOUSTON, TX	Current employment
LOOKOUT CAPITAL MANAGEMENT, LP	n/a	Jan 10, 2012	Aug 8, 2017	no	HOUSTON, TX	Previous registration
FORTRESS ASSET MANAGEMENT LP	n/a	Feb 14, 2006	Dec 31, 2011	no	HOUSTON, TX	Previous registration
GARCIA HAMILTON & ASSOCIATES LP	Institutional manager	Jun 3, 2003	Dec 9, 2005	no	HOUSTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LOOKOUT CAPITAL MANAGEMENT, LP	TRB WEALTH MANAGEMENT, LLC	Aug 8, 2017	Oct 8, 2024	2,618	Firm change after gap	Other
FORTRESS ASSET MANAGEMENT LP	LOOKOUT CAPITAL MANAGEMENT, LP	Dec 31, 2011	Jan 10, 2012	10	Firm change	Other
GARCIA HAMILTON & ASSOCIATES LP	FORTRESS ASSET MANAGEMENT LP	Dec 9, 2005	Feb 14, 2006	67	Firm change	Other

Relationships

Registered with (4)

→ TRB WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Oct 8, 2024 to presentfactForm ADV
→ LOOKOUT CAPITAL MANAGEMENT, LPRegistered adviserregistration: previous registration
Jan 10, 2012 to Aug 8, 2017factForm ADV
→ FORTRESS ASSET MANAGEMENT LPRegistered adviserregistration: previous registration
Feb 14, 2006 to Dec 31, 2011factForm ADV
→ GARCIA HAMILTON & ASSOCIATES LPRegistered adviserregistration: previous registration
Jun 3, 2003 to Dec 9, 2005factForm ADV

Dated events

No dated event names this entity yet.