Outwing Private Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Demographic focus
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
Lantana FL
Advisors at this office
1
Most active in
California · Florida · Texas
Also doing business as
Outwing Private Wealth Management · Outwing, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)