Outwing Private Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$332,833,767
Clients
21
100% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
Very LowAverage account size
$15,849,227
About
Outwing Private Wealth Management advises individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and business entities, offering fee‑based investment advisory services, financial planning, and a suite of family office and fiduciary services. The firm manages roughly $333 million in client assets and provides both discretionary portfolio management and access to third‑party managed account programs.
The firm employs a tactical allocation strategy informed by fundamental analysis and custom portfolio construction, using a range of instruments such as equities, fixed income, mutual funds, options, and cash positions for hedging. Outwing provides either discretionary or non‑discretionary management tailored to client objectives and may recommend sub‑advisors while retaining ongoing oversight.
Distinctive features include a relatively large asset base managed by a small advisory team and the firm’s willingness to enter into performance‑based fee arrangements with qualified clients for certain alternative investments, subject to safeguards such as hurdle and high‑water mark provisions. Outwing also offers an extensive family office platform—covering real estate oversight, privacy and cybersecurity consulting, concierge services, and fiduciary support—and maintains personnel licensed to transact commission‑based securities and insurance, which can create additional conflicts the firm discloses and seeks to manage.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Options & derivatives strategies
Private / alternative investments
Wealth management
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Retired
Fee options
Fixed fees up to $5,000 per month for financial planning and investment advisory services (negotiable)
$0+: 0.40% to 1.50% annually (negotiable, varies by strategy and account size) $0+: 0.15% to 0.70% annually (managed accounts platform fee, in addition to Outwing's fee) $0+: 0.10% to 0.40% annually (Family Office Services fee, fixed or percentage based, negotiable)
Commission-based compensation from sales of securities and insurance products via registered representatives of the firm; no advisory fees charged on these products
Performance fees up to 30% on gains exceeding 6% hurdle rate on alternative investments for qualified clients
Fee-only: Fixed fees up to $5,000 per month (negotiable, billed quarterly in advance)
Main office location
Outwing Private Wealth Management
735 State St., Suite 516
Santa Barbara CA 93101, United States
Number of offices
1
Most active in
Outwing Private Wealth Management has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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