$593.7M Total AUM
$593.7M Disc. AUM
-- 3Y CAGR
11 Employees
569 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- American Funds · Broadridge · Fidelity/NFS
- Clients
- Retail
- Platforms
- AtlasVital +more
- Established Date
- 06-28-2018
- Office Locations
- 1
Office Locations
224 ED English Dr. Suite A THE Woodlands TX
About Outlook Wealth Advisors, LLC
Outlook Wealth Advisors (The Woodlands, TX) delivers comprehensive retirement income and wealth planning with ongoing guidance, emphasizing tax efficiency and risk management for retirees and pre-retirees. Portfolios commonly use public funds and ETFs, with implementation and monitoring supported through Orion. Advisor Michael Neuenschwander has been named a Texas Monthly Five Star Professional for 13 consecutive years.
Team overview
49 AVG AGE
$118.7M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
4.2 yrs AVG TENURE
11 Employees
5 Advisory Reps
5 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Element vital Horizon insight Oak meridian
Client Personas
Capital Vital
CRM
Capital
Custodian
Glacier Vertex peak Catalyst Radial quantum
Investment Themes
Insight wave Summit Momentum
Investment Vehicles
Ridge
Platform
Pathway pathway
Services
Meridian Peak Momentum Unison Legacy Prime Ridge element Signal catalyst Delta alpha Foundation vital
Technology
Harbor catalyst Radial insight Atlas Horizon matrix
Owner & Executives
J
JAMES ALLEN NEUENSCHWANDER
Advisor, President
- CRD
- #1507901
- Ownership
- 25% but less than 50%
(586) 841-1021
eagle.quantum@unisoncapital.com
in linkedin.com/in/horizon-wave
S
STACY GRAVES FLEMING
Chief Compliance Officer
- CRD
- #5782272
- Ownership
- Less than 5%
(833) 831-7658
meridian.momentum@foundationcapital.com
in linkedin.com/in/legacy-harbor
H
Horizon atlas
Vital bridge pathway
- CRD
- #62173
- Ownership
- 49.1%
(383) 278-7096
north.pathway@bridgecapital.com
in linkedin.com/in/focus-pathway
Showing 2 of 3 owners & executives
Unlock allContacts
N
Nicholas Daniel Castellano
--
- CRD
- #2718649
(710) 654-3946
beacon.meridian@oakcapital.com
in linkedin.com/in/catalyst-vector
E
ELSA CAZARES
--
- CRD
- #3157219
(857) 529-4386
pioneer.quantum@eaglecapital.com
in linkedin.com/in/foundation-harbor
E
Element harbor
Vital unison foundation
- CRD
- #96757
(604) 952-6673
focus.horizon@primecapital.com
in linkedin.com/in/pioneer-vital
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $593,701,413 | $241,244 |
| Non-Discretionary | $0 | -- |
| Total | $593,701,413 | $241,244 |
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Separately Managed Accounts
Total SMA Asset: $593,701,413
Equity - Exchange:
28.4% Public Funds:
26.1% Cash:
30.8% Corporate - Investment Grade:
14.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $585,691,145 | 28.4% |
| Public Funds | $538,258,412 | 26.1% |
| Cash | $635,186,172 | 30.8% |
| Corporate - Investment Grade | $303,157,036 | 14.7% |
| Total | $2,062,292,765 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON LEGACY OPTIMA | MERIDIAN NORTH | H43BETBS9 | XJRJ | 11.63% | $108,918,161 |
| INSIGHT RADIAL MERIDIAN | CATALYST RADIAL | XN12IHHIV | RRFDJ | 6.80% | $115,767,240 |
| NORTH HARBOR | GLACIER HORIZON | 48XPQ6DZP | IHGUC | 12.40% | $55,778,394 |
| CREST TIMBER | BEACON FOUNDATION | DM63JM4RG | VBYK | 11.13% | $51,512,570 |
| PATHWAY MERIDIAN | VITAL TIMBER | 6SSAACC0V | DCM | 9.29% | $58,279,755 |
| RADIAL EAGLE | FUSION PEAK | E2WT1G01N | RZLAY | 1.60% | $34,189,856 |
| PIONEER FUSION ZENITH | RADIAL VECTOR | XPB8JHDO0 | CBN | 10.33% | $104,087,035 |
| NORTH PEAK LEGACY | ZENITH CATALYST | 4VZPU9MYL | KPHD | 7.88% | $29,228,395 |