OUTWING PRIVATE WEALTH MANAGEMENT
Firm details
- Headquarters
- SANTA BARBARA, California
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds36%
- US Government Bonds23%
- Exchange Traded Equities18%
- Public Funds/Mutual Funds9%
- Derivatives7%
Owners & executives
1 of 1Adam Coons
Founder & CEOCRD 5265521
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
THRYVE WEALTH MANAGEMENT
RIASANTA BARBARA, CA
FORONJY FINANCIAL
RIASANTA BARBARA, CA
ALAMAR CAPITAL MANAGEMENT, LLC
RIASANTA BARBARA, CA
CERTIS CAPITAL MANAGEMENT, INC.
RIASANTA BARBARA, CA
PACIFIC WEALTH STRATEGIES GROUP, INC.
RIASANTA BARBARA, CA
NEXXUS HOLDINGS ADVISORS LLC
RIASANTA BARBARA, CA