RIA Intel›Advisers›Texas›WHITE WING WEALTH MANAGEMENT, LLC

WHITE WING WEALTH MANAGEMENT, LLC

Advisory

N·THE WOODLANDS, TX

Data as of Mar 3, 2026 · Source: SEC Form ADV

Total AUM
$183M
1-Year AUM Growth
+17.5%
3-Year CAGR
+5.8%
Employees
2
Assets Under Management
Total AUM$183M
Discretionary AUM$183M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients145
Team
Total Employees2
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record8
First FilingMar 24, 2022
Latest FilingMar 3, 2026
🔒 Full AUM trend chart and 8 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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