# WRS Financial Services, L.L.C.

> WRS Financial Services, L.L.C. is a state-registered investment advisory firm in Tuscaloosa, AL, registered since 2000, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 126693
- Filed as: WRS FINANCIAL SERVICES, L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tuscaloosa, AL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126693
- AdvisorCensus page: https://advisorcensus.com/firm/wrs-financial-services-l-l-c-tuscaloosa-al-126693

## Quick answers

**How is WRS Financial Services, L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), WRS Financial Services, L.L.C. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is WRS Financial Services, L.L.C. located?**
WRS Financial Services, L.L.C.'s principal office is in Tuscaloosa, AL, according to its Form ADV.

**Is WRS Financial Services, L.L.C. registered with the SEC or a state?**
WRS Financial Services, L.L.C. is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 126693.

**How much does WRS Financial Services, L.L.C. manage?**
WRS Financial Services, L.L.C. reports $30,250,901 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does WRS Financial Services, L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38); pension and profit sharing plans (but not the plan participants or government pension plans) (9); high net worth individuals (8).

**Does WRS Financial Services, L.L.C. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/126693

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $30,250,901
- Discretionary: $30,250,901
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $10,766,860 |
| High net worth individuals | 8 | $12,235,598 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $7,248,443 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2000 (26 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [wrscpa.com](https://wrscpa.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. WRS Financial Services, L.L.C. (CRD 126693): Form ADV filing data as of October 2026.