White Wing Wealth Management, LLC
● SEC registered since 2022CRD 226524SEC# 801-124733The Woodlands, TX
Reg. AUM
$182.8M
Employees
5
Accounts
500
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 $182.8 million in regulatory assets under management and employs 5 people.
White Wing Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Clifton Scott MC Millan Control | Managing Member | Over 75% | 2014 |
| Clifton Scott MC Millan Control | Cco | Over 75% | 2015 |
Frequently asked questions
How much does White Wing Wealth Management, LLC manage?
White Wing Wealth Management, LLC reports $182.8 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 5 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
| Address | 10001 Woodloch Forest Drive, Suite 515, The Woodlands, TX 77380 |
| Phone | 832-764-5305 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$182.8M▲ 20%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$182.8Mregulatory AUM
Discretionary $182.8M