OUTWING PRIVATE WEALTH MANAGEMENT

RIASEC RegisteredEst. 2024
Total AUM
$333M
Discretionary
$168M
51% of AUM
Avg account
$3.3M
Accounts
101
Employees
4
Advisory reps
1

Firm details

Headquarters
SANTA BARBARA, California
CRD number
322444
Registered since
May 30, 2024
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI99.73%
  • Individuals0.27%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Outwing Private Wealth Management is an independent Registered Investment Adviser organized as an LLC and SEC-registered in 2024. The firm serves individual and family clients and positions itself as a capital allocator that constructs portfolios through both in-house management and the selection of outside managers. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, and manager selection. Investment activity shows a clear tilt toward private and alternative strategies: private funds are the single largest asset type on the books, and the firm reports allocations to hedge funds, real estate strategies, commodities and oil & gas. Fee arrangements are flexible — percentage of AUM, fixed fees and performance-based fees are all used — which aligns with its use of third‑party alternative funds and structures that may carry incentive fees. Outwing is not an ESG-first manager and is not classified as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 36%, US Government Bonds 23%, Exchange Traded Equities 18%, Public Funds/Mutual Funds 9%, Derivatives 7%, State & Local Bonds 6%, Cash & Cash Equivalents 1%36%
  • Private Funds36%
  • US Government Bonds23%
  • Exchange Traded Equities18%
  • Public Funds/Mutual Funds9%
  • Derivatives7%

Owners & executives

1 of 1
  • Adam Coons

    Founder & CEOCRD 5265521

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SANTA BARBARA, CA

SANTA BARBARA

Location

SANTA BARBARA, CA

Headquartered in SANTA BARBARA, CA, in the West of the United States.

Region
West
County
SANTA BARBARA
Address
735 State St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth