This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0

Regulatory AUM

$333MItem 5.F on the latest filing (2026-08-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$168M

Private client RAUM

$333MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$333Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

2

Offices

1Schedule D 1.F, beyond the principal office

Accounts

101

High net worth clients

21

Custody, client assets

$7.5M

SEC number

801-130386

CRD

322444

Filings on the tape

11

First filed

Aug 9, 2022

Latest filed

Aug 26, 2026

Organised

Limited Liability Company, CA

Website

outwingwealth.com

• Occurred

  Apr 26, 2025
  Regulatory AUM changed

  Outwing Private Wealth Management reported RAUM $302.3M, up 85% from $163.3M (2024-04-30 to 2025-04-26)

  Form ADVobserved 6 days ago
  $139M
• Occurred

  Aug 9, 2022
  First Form ADV filing

  Outwing Private Wealth Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:579467cc-3b0a-c1ce-3b69-69e0dba1dcbd

First observed

Aug 9, 2022

Last observed

Aug 26, 2026 26 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.