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=0.0

Regulatory AUM

$183MItem 5.F on the latest filing (2026-04-20); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$183M

Private client RAUM

$182MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$91.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

500

Individual clients

69

High net worth clients

81

Custody, client assets

$183M

SEC number

801-124733

CRD

226524

Filings on the tape

14

First filed

Mar 24, 2022

Latest filed

Apr 20, 2026

Organised

Limited Liability Company, TX

• Occurred

  Mar 24, 2022
  First Form ADV filing

  White Wing Wealth Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ce45b98e-3b4e-23a9-2de1-0ebed0d7c6fd

First observed

Mar 24, 2022

Last observed

Apr 20, 2026 5 months 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.