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Building 2WHITE WING WEALTH MANAGEMENT, LLC

Map pinTHE WOODLANDS, TX
Phone832-764-5305
NotebookSEC #801-124733
Total AUM
$182.8M
Employees
5
Clients
151

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10001 WOODLOCH FOREST DRIVE
SUITE 515
THE WOODLANDS
TX 77380
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
832-764-5305

ReceiptFinancials

Total AUM
$182.8M
Accounts
500
Discretionary
$182.8M
Accounts
500
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
69
AUM
$32.7M
HNW Individual Clients
81
AUM
$149.7M
Corporation or Business Clients
1
AUM
$373.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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