White Wing Wealth Management, LLC
Firm details
- Headquarters
- The Woodlands, Texas
- CRD number
- 226524
- Registered since
- April 22, 2022
- Website
- www.whitewingwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.91%
- Individuals17.89%
- Corporations / Businesses0.2%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
White Wing Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm is owned by an individual and serves both individual & family clients and institutional clients. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm also has roles as an investment adviser and sponsor, and acts as a general partner/managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds85%
- Exchange Traded Equities11%
- Cash & Cash Equivalents4%
Contacts
2 of 2
Clifton Mc Millan
Financial AdvisorCRD 4767845
Meredith Stewart
Relationship ManagerCRD 8138321
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$179M in ETFs
65%
$116M
28%
$62.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $50M | 135,161 | 27.94% |
Location
The Woodlands, TX
Montgomery
Location
The Woodlands, TX
Headquartered in The Woodlands, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Montgomery
- Address
- 10001 Woodloch Forest Dr
- Time zone
- CT (UTC-6)
- Office locations
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