CRD: 226524
White Wing Wealth Management, LLC
$182.8M Total AUM
$182.8M Disc. AUM
-- 3Y CAGR
5 Employees
151 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-15-2015
- Office Locations
- 1
Office Locations
10001 Woodloch Forest Drive Suite 515 THE Woodlands TX
About White Wing Wealth Management, LLC
White Wing Wealth Management is a fee-only RIA in The Woodlands, TX providing financial planning and discretionary asset management for individuals and entrepreneurs. Portfolios primarily use public funds and ETFs, with optional private market access including private equity and real estate. Custody via Schwab or SEI.
Team overview
-- AVG AGE
$91.4M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
6 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
C
CLIFTON SCOTT MC MILLAN
Managing Member
- CRD
- #4767845
- Ownership
- 75% or more
Available
Available
Available
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M
Meredith Elyse Stewart
--
- CRD
- #8138321
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $182,823,009 | $365,646 |
| Non-Discretionary | $0 | -- |
| Total | $182,823,009 | $365,646 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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