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White Wing Wealth Management
White Wing Wealth Management is an SEC-registered investment adviser in The Woodlands, TX, registered since 2022. The firm manages $183 million in regulatory...
Overview
White Wing Wealth Management is an SEC-registered investment adviser in The Woodlands, TX, registered since 2022. The firm manages $183 million in regulatory assets. It has 5 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2022
Location
Region
North America
Country
United States
City
The Woodlands
Corporate office
The Woodlands, TX, United States
Frequently asked questions
Who runs investment decisions at White Wing Wealth Management?
The firm has not published the name of a chief investment officer or managing principal in its available public records or regulatory filings. Detailed leadership information is not currently available.
What is the firm's fee structure?
As a registered investment advisor, White Wing Wealth Management operates under a fee-only fiduciary standard, charging asset-based fees or fixed retainer fees rather than commissions on product sales. Specific fee schedules depend on client mandate size and complexity.
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