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| Happy Holidays!! thanks for using AUM13F!! |
| Outlook Wealth Advisors LLC
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|---|---|
| CRD # | 291465 |
| SEC # | 801-113512 |
| CIK # | 0001767151 |
| AUM | $543.2 M (2025-03-12) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 281-872-1515 |
| Address | 224 Ed English Dr The Woodlands, TX 77385 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001767151 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 11.0 | ||
| Stewart Information Services Corp | 6.5 | ||
| Apple Inc | 4.8 | ||
| Microsoft Corp | 4.6 | ||
| Exxon Mobil Corp | 2.8 | ||
| Alphabet Inc | 2.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 402 | 147.2 |
| (b) Individuals (high net worth individuals) | 168 | 396.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 570 | 543.2 |
| By Discretionary | ||
| Discretionary | 570 | 543.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 570 | 543.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 541.6 | |
| Total | 570 | 543.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767151] |
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|---|---|---|
|
WBI Investments LLC
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|
NJ | 0.6 |
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Kutscher Benner Barsness & Stevens Inc
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WA | 0.6 |
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Purus Wealth Management LLC
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CA | 0.5 |
|
Milestone Asset Management LLC
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PA | 0.5 |
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Grey Fox Wealth Advisors LLC
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DE | 0.5 |
|
Clean Yield Group Inc
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VT | 0.5 |
|
5C Capital Management LLC
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|
NJ | 0.5 |
|
Precedent Wealth Partners LLC
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|
TX | 0.5 |
|
BCU Wealth Advisors LLC
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|
IL | 0.5 |
|
Northwest Quadrant LLC
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|
OR | 0.5 |