Outlook Wealth Advisors, LLC
● SEC registered since 2018CRD 291465SEC# 801-113512The Woodlands, TX
Reg. AUM
$593.7M
Employees
11
Accounts
2,461
Location
The Woodlands, TX
Outlook Wealth Advisors, LLC assets under management
Outlook Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in The Woodlands, TX. The firm has been registered since 2018. It reports $593.7 million in regulatory assets under management and employs 11 people.
Outlook Wealth Advisors, LLC owners & executives
7 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Outlook Wealth Advisors, LLC manage?
Outlook Wealth Advisors, LLC reports $593.7 million in regulatory assets under management on its Form ADV.
How many employees does Outlook Wealth Advisors, LLC have?
Outlook Wealth Advisors, LLC reports 11 employees.
Where is Outlook Wealth Advisors, LLC located?
Outlook Wealth Advisors, LLC is based in The Woodlands, TX and has been SEC-registered since 2018.
Does Outlook Wealth Advisors, LLC disclose fund performance?
Outlook Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 224 Ed English Dr., Suite a, The Woodlands, TX 77385 |
| Phone | 281-872-1515 |
| Fax | 281-875-0781 |
| Office hours | 8-5 |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1767151 |
| Discloses disciplinary history | No |
Regulatory AUM
$593.7M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$593.7Mregulatory AUM
Discretionary $593.7M