Outlook Wealth Advisors, LLC
Outlook Wealth Advisors, LLC is an SEC-registered wealth manager in The Woodlands, TX with $593.7M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Outlook Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291465, SEC 801-113512, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $593.7M (2026-03-06)
- Firm type
- Wealth Manager
- Location
- The Woodlands, TX
- Employees
- 11
- Clients
- 569
- CRD
- 291465
- Ownership
- OUTLOOK WEALTH FINANCIAL SERVICES, LLC; NEUENSCHWANDER, MICHAEL, ALLEN; CAZARES, ELSA; NEUENSCHWANDER, JAMES, ALLEN; Solomon, Fatina
How much AUM does Outlook Wealth Advisors, LLC have?
Outlook Wealth Advisors, LLC reported $593.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Outlook Wealth Advisors, LLC?
Disclosed owners and executives of Outlook Wealth Advisors, LLC include OUTLOOK WEALTH FINANCIAL SERVICES, LLC, NEUENSCHWANDER, MICHAEL, ALLEN, CAZARES, ELSA, NEUENSCHWANDER, JAMES, ALLEN, Solomon, Fatina. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.