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WHITE WING WEALTH MANAGEMENT, LLC

THE WOODLANDS, TX · CRD 226524 · IAPD ↗ · 832-764-5305

$182.8MRegulatory AUM
2Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2025 — WHITE WING WEALTH MANAGEMENT, LLC reported RAUM up 26% ($120.7M -> $151.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.