OUTLOOK WEALTH ADVISORS, LLC
Firm details
- Headquarters
- SHENANDOAH, Texas
- CRD number
- 291465
- Registered since
- June 28, 2018
- Website
- outlookwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.07%
- Individuals24.93%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Outlook Wealth Advisors, LLC is an independent registered investment advisor organized as an LLC and SEC-registered since 2018. The firm serves individual and family clients and bills on a percentage-of-AUM and fixed-fee basis. Core advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. Outlook identifies as a capital allocator, which aligns with its practice of placing client capital with third-party managers. The firm is not an active ESG investor and does not operate as a multi-state advisor. It lists an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities20%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1ELSA CAZARES
Chief Compliance Officer, Operations ManagerCRD 3157219
Contacts
3 of 6Nicholas Castellano
Financial AdvisorCRD 2718649
MICHAEL NEUENSCHWANDER
founder and principal ownerCRD 4212297
WILLIAM GRAVES
Financial AdvisorCRD 4163522
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 186Active vs passive
$331M in ETFs
64%
$213M
31%
$118M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $18.3M | 28,043 | 5.54% |
Location
SHENANDOAH, TX
MONTGOMERY
Location
SHENANDOAH, TX
Headquartered in SHENANDOAH, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- MONTGOMERY
- Address
- 224 Ed English Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
LEGACY CHIEF FINANCIAL OFFICE, LLC
RIASHENANDOAH, TX
LEGACY FINANCIAL DESIGNS
RIASHENANDOAH, TX
ABENDSTERN WEALTH MANAGEMENT, INC.
RIASHENANDOAH, TX
ASCENTIS WEALTH MANAGEMENT, LLC
RIADALLAS, TX
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
RIALAKEWAY, TX
VIRAGE CAPITAL MANAGEMENT LP
RIAHOUSTON, TX