THE WOODLANDS, TXCRD 291465Latest ADV March 6, 2026
Outlook Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in The Woodlands, TX. Its latest Form ADV filing, dated March 6, 2026, reports $594M in regulatory assets under management, 11 employees, 6 offices, and 2,461 accounts.
Assets Under Management
$594M
Employees
11
Offices
6 offices
Total Clients
569
Primary office
THE WOODLANDS, TX
224 ED ENGLISH DR., SUITE A, THE WOODLANDS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.0% of total clients.
Top client categories% of clientsClients
1
Individuals
67.0%
381
2
HNWI
33.0%
188
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$594Mas of March 6, 2026
Discretionary100.0%
$594M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$594M
Total Accounts2,461
10Y AUM Change+$594M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee52:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.