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OUTWING PRIVATE WEALTH MANAGEMENT
OUTWING, LLC
CRD 322444 · SEC 801-130386
735 STATE ST., SUITE 516, SANTA BARBARA, CA, 93101, United States
Phone
(805) 880-9464
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$332.8M
Discretionary AUM
$168.4M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 21 | $331.9M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD