WRW Wealth Advisors

WRW Wealth Advisors provides portfolio management services to institutional-type clients identified in its brochure, including pension and profit sharing plans (but not plan participants), corporations, and high net worth individuals, and offers advice across a range of investments such as equities, corporate and municipal debt, ETFs, REITs and real estate. Clients who engage the firm for portfolio management may receive complimentary financial planning as part of the service.

The firm employs both discretionary and non-discretionary arrangements and manages assets using firm-developed model portfolios alongside multiple methods of analysis (charting, fundamental and cyclical analysis) and a mix of long- and short-term trading approaches, including frequent trading when deemed suitable for a client. WRW generally custody accounts through TD Ameritrade Institutional, uses block trading for aggregated orders, and may combine household accounts for fee negotiation.

Notably, the firm is affiliated with a licensed CPA firm, Wishnow Ross Warsavsky & Company, and several professionals provide both accounting and advisory services — a relationship the brochure discloses as creating potential referral and compensation conflicts of interest. The brochure also discloses that WRW is a fee‑only adviser that does not participate in wrap or performance‑based fee programs and, as of December 31, 2025, reported no regulatory assets under management, which distinguishes it from many investment managers.