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OUTWING PRIVATE WEALTH MANAGEMENT
Legal name: OUTWING, LLC
CRD 322444File 801-130386
APPROVED
Retail clients
Custody
Filing as of Mar 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$332.8M
Below cohort median (national)
Discretionary AUM
$168.4M
Non-discretionary $164.5M
Clients
21
101 accounts
Employees
4
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 30, 2024
- Principal office
- 735 STATE ST., SUITE 516, SANTA BARBARA, CA, 93101
- Phone
- (805) 880-9464
- Website
- https://outwingwealth.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $332.8M
- Discretionary AUM
- $168.4M
- Non-discretionary AUM
- $164.5M
- Discretionary accounts
- 62
- Non-discretionary accounts
- 39
- Total accounts
- 101
- AUM per client
- $15.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 21 | $331.9M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $897K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- 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
- Yes
- Firm Custody Clients
- Yes
- 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.