WHITE WING WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- THE WOODLANDS, Texas
- CRD number
- 226524
- Registered since
- April 22, 2022
- Website
- www.whitewingwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.91%
- Individuals17.89%
- Corporations / Businesses0.2%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
White Wing Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm is owned by an individual and focuses on financial planning and portfolio management for individuals, families and small businesses, while also serving some institutional clients. Its compensation model includes an asset-based fee as well as hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser or a capital allocator. It also lists roles as an investment adviser and sponsor/GP or managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds85%
- Exchange Traded Equities11%
- Cash & Cash Equivalents4%
Contacts
2 of 2Meredith Stewart
Relationship ManagerCRD 8138321
CLIFTON MC MILLAN
Financial AdvisorCRD 4767845
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$154M in ETFs
67%
$103M
26%
$51.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $43M | 134,047 | 27.85% |
Location
THE WOODLANDS, TX
MONTGOMERY
Location
THE WOODLANDS, TX
Headquartered in THE WOODLANDS, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- MONTGOMERY
- Address
- 10001 Woodloch Forest Dr
- Time zone
- CT (UTC-6)
- Office locations
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