Shirley Wang, Director of Trust Advisors (Houston, TX)

Career

Shirley Wang is a control person of Trust Advisors and directly owns under 5% of it.

Trust Advisors is an investment adviser based in Houston, TX, registered with the SEC since 2011. Its clients include pooled investment vehicles and banking or thrift institutions. Its regulatory assets under management total $6.97 billion, as filed on 26 March 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD: 7891461
Firm: Trust Advisors · CRD 157508
Role: Director
In role since: January 2024 · 2 years
Control person: Yes
Direct ownership: Under 5%
Firm headquarters: Houston, TX
Individual registration: No current adviser record · SEC search
Disciplinary history: Not yet shown here · SEC record

Common questions

Where does Shirley Wang work?

Shirley Wang has been Director of Trust Advisors, Inc. since January 2024, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 26 March 2026

How can I verify Shirley Wang’s record?

Shirley Wang’s role is listed on Trust Advisors, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 157508.

Source: Form ADV, Schedule A, filed 26 March 2026

Leadership at Trust Advisors

Sources

IAPD individual lookup, CRD 7891461, checked 21 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.

Form ADV Part 1A, Schedules A and B of Trust Advisors, Inc., filed 26 March 2026. Title, control and ownership bands.