OUTLOOK WEALTH ADVISORS, LLC of THE WOODLANDS, TX is an SEC-registered investment adviser (CRD 291465). Regulatory assets under management: $593.7M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| 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 | — |