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White Wing Wealth Management, LLC

● SEC registered since 2022CRD 226524SEC# 801-124733The Woodlands, TX
Export (members)
Reg. AUM
$151.9M
Employees
4
Accounts
473
Location
The Woodlands, TX

White Wing Wealth Management, LLC assets under management

White Wing Wealth Management, LLC is an SEC-registered investment adviser based in The Woodlands, TX. The firm has been registered since 2022. It reports $151.9 million in regulatory assets under management and employs 4 people.

White Wing Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Clifton Scott MC Millan ControlManaging MemberOver 75%2014
Clifton Scott MC Millan ControlCcoOver 75%2015

Frequently asked questions

How much does White Wing Wealth Management, LLC manage?

White Wing Wealth Management, LLC reports $151.9 million in regulatory assets under management on its Form ADV.

How many employees does White Wing Wealth Management, LLC have?

White Wing Wealth Management, LLC reports 4 employees.

Where is White Wing Wealth Management, LLC located?

White Wing Wealth Management, LLC is based in The Woodlands, TX and has been SEC-registered since 2022.

Does White Wing Wealth Management, LLC disclose fund performance?

White Wing Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10001 Woodloch Forest Drive, Suite 515, The Woodlands, TX 77380
Phone832-764-5305
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$151.9M
Non-discretionary$0
Total (RAUM)$151.9M