# OUTLOOK WEALTH ADVISORS, LLC

OUTLOOK WEALTH ADVISORS, LLC of THE WOODLANDS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 291465
- Type: SEC-registered investment adviser
- SEC file number: 801-113512
- Location: 224 ED ENGLISH DR., SUITE A, THE WOODLANDS, TX, 77385
- Phone: 281-872-1515
- Latest filing: 2026-03-06
- Regulatory AUM: $593.7M
- Discretionary AUM: $593.7M
- Clients: 11
- Accounts: 2,461

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Stacy Graves Fleming | CHIEF COMPLIANCE OFFICER | — |
| Elsa Cazares | MEMBER | The Woodlands, TX |
| Michael Allen Neuenschwander | MEMBER; VICE PRESIDENT | — |
| James Allen Neuenschwander | MANAGING MEMBER; PRESIDENT | The Woodlands, TX |
| CAZARES ELSA | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| NEUENSCHWANDER JAMES ALLEN | MANAGING MEMBER; MEMBER; PRESIDENT (+1 more) | — |
| Solomon Fatina | CHIEF COMPLIANCE OFFICER | — |
| FLEMING STACY GRAVES | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/291465/brochure
- Similar advisers: https://search.stillhousedata.com/firm/291465/similar
- Related entities: https://search.stillhousedata.com/firm/291465/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/291465

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.