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Home > Retirement Planners > texas > the woodlands > WHITE WING WEALTH MANAGEMENT, LLC
WHITE WING WEALTH MANAGEMENT, LLC
1610 Woodstead Court
Suite 251
The Woodlands, Texas 77380
Tel: 832-764-5305
About WHITE WING WEALTH MANAGEMENT, LLC
WHITE WING WEALTH MANAGEMENT, LLC, formally registered with the SEC as WHITE WING WEALTH MANAGEMENT, LLC. The firm was established in 04/22/2022. They have over 1 offices throughout the country.
WHITE WING WEALTH MANAGEMENT, LLC is a The Woodlands, Texas based Financial Planning firm with nearly $151,924,000 assets under management, offering retirement planning & investment advisory services to 473 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 226524 |
| SEC# | 801-124733 |
| Assets Managed by Firm | $151,924,000 |
| No. of Clients | 473 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 473 | $151,924,000 |
| Individuals (other than high net worth individuals) | 82 | $40,000,000 |
| High net worth individuals | 63 | $111,924,000 |
More Retirement Planning firms in The Woodlands, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
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