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

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