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OUTLOOK WEALTH ADVISORS, LLC
CRD 291465File 801-113512
APPROVED
Retail clients
Custody
Filing as of Mar 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$593.7M
Above cohort median (national)
Discretionary AUM
$593.7M
Clients
569
2,461 accounts
Employees
11
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 28, 2018
- Principal office
- 224 ED ENGLISH DR., SUITE A, THE WOODLANDS, TX, 77385
- Phone
- 281-872-1515
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $593.7M
- Discretionary AUM
- $593.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,461
- Non-discretionary accounts
- 0
- Total accounts
- 2,461
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 188 | $445.7M |
| Individuals (other than high net worth individuals) | 381 | $148.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.