# White Wing Wealth Management, LLC

> White Wing Wealth Management, LLC is an SEC-registered investment advisory firm in The Woodlands, TX, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 226524
- Filed as: WHITE WING WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: The Woodlands, TX
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/226524
- AdvisorCensus page: https://advisorcensus.com/firm/white-wing-wealth-management-llc-the-woodlands-tx-226524

## Quick answers

**How is White Wing Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), White Wing Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is White Wing Wealth Management, LLC located?**
White Wing Wealth Management, LLC's principal office is in The Woodlands, TX, according to its Form ADV.

**Is White Wing Wealth Management, LLC registered with the SEC or a state?**
White Wing Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 226524.

**How much does White Wing Wealth Management, LLC manage?**
White Wing Wealth Management, LLC reports $182,823,009 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary).

**How have White Wing Wealth Management, LLC's assets and staff changed since 2022?**
In the Form ADV data for White Wing Wealth Management, LLC: Regulatory assets under management: $112,412,000 in the October 2022 data and $182,823,009 in the October 2026 data, up 63%. Total employees: 1 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does White Wing Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (81); individuals (other than high net worth individuals) (69); corporations or other businesses not listed above (1).

**Which custodians does White Wing Wealth Management, LLC use?**
White Wing Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does White Wing Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/226524

**What changed in White Wing Wealth Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $151,924,000 to $182,823,009 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $182,823,009
- Discretionary: $182,823,009
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 69 | $32,704,188 |
| High net worth individuals | 81 | $149,744,900 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $373,921 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- whitewingwm.com
- LinkedIn @MEREDITH-DUNN
- LinkedIn @SCOTT-MCMILLAN-54603549

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $112,412,000 | 1 | May 31, 2022 |
| October 2023 | $102,763,000 | 1 | July 19, 2023 |
| October 2024 | $120,713,000 | 1 | August 9, 2024 |
| October 2025 | $151,924,000 | 4 | March 8, 2025 |
| October 2026 | $182,823,009 | 5 | September 28, 2026 |

Regulatory assets under management: $112,412,000 in the October 2022 data and $182,823,009 in the October 2026 data, up 63%.
Total employees: 1 in October 2022 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $151,924,000 to $182,823,009 (+20%).

### December 2025
- Employees performing advisory functions went from 1 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. White Wing Wealth Management, LLC (CRD 226524): Form ADV filing data as of October 2026.