← Back to searchVisit website
WHITE WING WEALTH MANAGEMENT, LLC
CRD 226524 · SEC 801-124733
10001 WOODLOCH FOREST DRIVE, SUITE 515, THE WOODLANDS, TX, 77380, United States
Phone
832-764-5305
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$182.8M
Discretionary AUM
$182.8M
Team
5 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 69 | $32.7M |
| High net worth individuals | 81 | $149.7M |
| Corporations/business entities | 1 | $374K |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD