Outwing Private Wealth Management

RIASEC Registered

Total AUM

$333M

Discretionary

$168M

51% of AUM

Avg account

$3.3M

Accounts

101

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 322444
Registered since: May 30, 2024
Website: outwingwealth.com
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, individual-owned RIA that registered with the SEC in 2024. The firm serves primarily individual and family clients and describes itself as a capital allocator that selects third-party managers on clients’ behalf. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Compensation methods reported include percentage-of-AUM fees, fixed fees, and performance-based arrangements. The firm does not position itself as an active ESG investor.