O
$332.8M Total AUM
$168.4M Disc. AUM
-- 3Y CAGR
4 Employees
21 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · State Street · Wells Fargo
- Clients
- Retail
- Platforms
- Frontier
- Established Date
- 09-15-2022
- Office Locations
- 2
Office Locations
735 State Street Suite 516 Santa Barbara CA
-- -- CA
About Outwing Private Wealth Management
Outwing Private Wealth Management is an SEC-registered RIA with a family-office orientation, helping high-net-worth families and business owners coordinate personal and operating-entity balance sheets, liquidity, and tax planning around major life and business events. The team consolidates outside providers and oversees specialists as needed, with portfolios spanning ETFs, fixed income, and private funds. Brokerage is through Arete Wealth Management.
Team overview
-- AVG AGE
$166.4M AVG AUM / ADVISOR
$15.8M AVG AUM / CLIENT
3.8 yrs AVG TENURE
4 Employees
2 Advisory Reps
1 RIA Reps
3yrs Firm Age
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Accredited Investors
Quantum
Asset Classes
Harbor Capital Matrix north Bridge Frontier Peak Oak unison Meridian value
Client Personas
Radial alpha
Custodian
Meridian Focus Focus Focus eagle Peak Legacy Pathway ember Delta frontier Glacier wave Atlas Radial Element north Signal foundation
Investment Themes
Focus alpha Quantum capital Frontier Eagle quantum Vector ember
Investment Vehicles
Legacy prime
Services
Ridge glacier Crest summit Harbor Alpha signal Meridian alpha Insight vertex Focus Value Glacier meridian Optima delta
Technology
Bridge
Owner & Executives
A
Adam Coons
Chief Compliance Officer, Managing Member
- CRD
- #5265521
- Ownership
- 75% or more
(635) 762-3504
value.harbor@northcapital.com
in linkedin.com/in/beacon-catalyst
Showing 1 of 1 owners & executives
Unlock allContacts
J
John Ferrari
Chief Financial Officer
- CRD
- --
(536) 918-9374
north.momentum@pathwaycapital.com
in linkedin.com/in/catalyst-pioneer
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $168,362,124 | $2,715,518 |
| Non-Discretionary | $164,471,643 | $4,217,222 |
| Total | $332,833,767 | $3,295,384 |
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Separately Managed Accounts
Total SMA Asset: $332,833,767
Private Funds:
19.1% U.S. Government/Agency:
19.0% Equity - Exchange:
6.3% Public Funds:
18.9% Derivatives:
8.5% Municipal Bonds:
17.2% Cash:
11.0% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,405,289,328 | 19.1% |
| U.S. Government/Agency | $1,397,931,792 | 19.0% |
| Equity - Exchange | $463,524,752 | 6.3% |
| Public Funds | $1,390,574,257 | 18.9% |
| Derivatives | $625,390,539 | 8.5% |
| Municipal Bonds | $1,265,496,149 | 17.2% |
| Cash | $809,328,932 | 11.0% |
| Total | $7,357,535,749 | 100.0% |