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| Keyboard |
| Outwing LLC
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|---|---|
| CRD # | 322444 |
| SEC # | 801-130386 |
| CIK # | |
| AUM | 332.8 M (2026-03-04) |
| Employees | 4 (50% Investors, 25% Brokers) |
| Phone | 805-880-9464 |
| Address | 735 State St Santa Barbara, CA 93101 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.9 |
| (b) Individuals (high net worth individuals) | 21 | 331.9 |
| (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 | 101 | 332.8 |
| By Discretionary | ||
| Discretionary | 62 | 168.4 |
| Non-Discretionary | 39 | 164.5 |
| Total | 101 | 332.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.7 | |
| United States Persons | 330.2 | |
| Total | 101 | 332.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Dovetail Wealth Management LLC
✚
|
TX | 333.1 M |
|
Financial Consultants & Advisory Corporation
✚
|
IN | 333.1 M |
|
My Legacy Advisors LLC
✚
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OR | 333.1 M |
|
Dibenedetto & Associates Ltd
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|
IL | 333.1 M |
|
Fields Gottscho Capital Management LLC
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|
VA | 333.0 M |
|
Blackston's Financial Advisory Group LLC
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|
FL | 332.8 M |
|
Laurus Global Equity Management Inc
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|
332.7 M | |
|
American Fundstars Financial Group LLC
✚
|
CA | 332.7 M |
|
Oliveira Wealth LLC
✚
|
CA | 332.4 M |
|
Central Pine Capital LLC
✚
|
NY | 332.4 M |