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, owner-operated registered investment adviser that registered with the SEC in 2022. The firm concentrates on financial planning and portfolio management for individuals, families and small businesses, and serves both private clients and some institutional relationships. Its fee arrangements are flexible — it charges a percentage of assets under management and also offers hourly and fixed-fee engagements. The firm reports activity as an adviser and as a sponsor/manager 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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$178M in ETFs
65%
$115M
28%
$62.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $50M | 133,733 | 28.15% |
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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