WHITE WING WEALTH MANAGEMENT, LLC
Adviser information for WHITE WING WEALTH MANAGEMENT, LLC last updated from Form ADV on January 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 458 | $120.7M |
| Non-Discretionary | 0 | $0 |
| Total | 458 | $120.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 98 | $75.4M |
| HNW Individuals | 46 | $45.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-124733 |
|---|---|
| SEC ERA File Number | 801-124733 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 226524 |
| Legal Entity Identifier | None |
Principal Office
1610 WOODSTEAD COURTSUITE 251
THE WOODLANDS
TX
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 832-764-5305, Fax: 866-896-2538
Chief Compliance Officer
CLIFTON SCOTT MCMILLAN
MANAGING MEMBER
1610 WOODSTEAD COURT
SUITE 251
THE WOODLANDS
TX
United States
Tel:
832-764-5305
Fax:
866-896-2538
S*************@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MC MILLAN, CLIFTON, SCOTT | Individual | – | MANAGING MEMBER | 07/2014 | > 75% |
| MC MILLAN, CLIFTON, SCOTT | Individual | – | CCO | 04/2015 | > 75% |