Outlook Wealth Advisors, LLC
Firm details
- Headquarters
- Shenandoah, Texas
- CRD number
- 291465
- Registered since
- June 28, 2018
- Website
- outlookwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.07%
- Individuals24.93%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Outlook Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC that focuses on serving individuals and families. The firm is registered with the SEC (registered in 2018) and markets a mix of financial planning and portfolio management services for individuals and small businesses. It also offers selection-of-other-advisers capabilities and runs educational seminars and workshops. Compensation is primarily based on a percentage of assets under management, with some engagements billed via fixed fees. Outlook identifies itself as a capital allocator and does not position as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities20%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 188Active vs passive
$369M in ETFs
63%
$231M
32%
$138M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $22.3M | 29,181 | 6.06% |
Location
Shenandoah, TX
Montgomery
Location
Shenandoah, TX
Headquartered in Shenandoah, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Montgomery
- Address
- 224 Ed English Dr
- Time zone
- CT (UTC-6)
- Office locations
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