| Name | Title | Ownership | Since |
|---|---|---|---|
| James Allen Neuenschwander Control | President | 25-50% | 2018 |
| Michael Allen Neuenschwander Control | Vice President | Under 5% | 2018 |
| Outlook Wealth Financial Services, LLC Control | Owner | Over 75% | 2018 |
Outlook Wealth Advisors, LLC reports $543.2 million in regulatory assets under management on its Form ADV.
Outlook Wealth Advisors, LLC reports 10 employees.
Outlook Wealth Advisors, LLC is based in The Woodlands, TX and has been SEC-registered since 2018.
Outlook Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 224 Ed English Dr., Suite a, The Woodlands, TX 77385 |
| Phone | 281-872-1515 |
| Fax | 281-875-0781 |
| Office hours | 5-Aug |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1767151 |
| Discloses disciplinary history | No |
| Discretionary | $543.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $543.2M |