OUTLOOK WEALTH ADVISORS, LLC

HTTP://WWW.OUTLOOKWEALTH.COM/ SHENANDOAH, TX Investment Advisor How do I update this listing?

Outlook Wealth Advisors is based out of Shenandoah. Outlook Wealth Advisors is a large advisory firm with discretionary assets under management (AUM) of $208,324,298 (Form ADV from 2018-10-17). Their last reported 13F filing for Q4 2018 included $218,346,000 in managed 13F securities and a top 10 holdings concentration of 39.03%. Outlook Wealth Advisors's largest holding is Stewart Information Services Corp. with shares held of 49,370. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 1.59%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

OUTLOOK WEALTH ADVISORS, LLC
250 ED ENGLISH DR. BUILDING 1, SUITE A
SHENANDOAH TX    77385
Country: United States

Business Phone: 281-872-1515
Fax: 281-875-0781
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: TX
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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OUTLOOK WEALTH ADVISORS, LLC

ownership team - last updated 2018-10-17
Name Title Start Date Direct/Indirect % Ownership
OUTLOOK WEALTH FINANCIAL SERVICES, LLC OWNER 05/01/2018 Direct 75% or more
Fund Name Position direct/indirect start date end date
OUTLOOK WEALTH ADVISORS, LLC OWNER direct 2018-05-01
CAZARES, ELSA CHIEF COMPLIANCE OFFICER 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
OUTLOOK WEALTH ADVISORS, LLC MEMBER indirect 2018-05-01
OUTLOOK WEALTH ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2018-05-01
NEUENSCHWANDER, MICHAEL, ALLEN VICE PRESIDENT 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
OUTLOOK WEALTH ADVISORS, LLC MEMBER indirect 2018-05-01
OUTLOOK WEALTH ADVISORS, LLC VICE PRESIDENT direct 2018-05-01
NEUENSCHWANDER, JAMES, ALLEN PRESIDENT 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
OUTLOOK WEALTH ADVISORS, LLC PRESIDENT direct 2018-05-01
OUTLOOK WEALTH ADVISORS, LLC MANAGING MEMBER indirect 2018-05-01
CAZARES, ELSA MEMBER OUTLOOK WEALTH FINANCIAL SERVICES, LLC 05/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
OUTLOOK WEALTH ADVISORS, LLC MEMBER indirect 2018-05-01
OUTLOOK WEALTH ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2018-05-01
NEUENSCHWANDER, MICHAEL, ALLEN MEMBER OUTLOOK WEALTH FINANCIAL SERVICES, LLC 05/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
OUTLOOK WEALTH ADVISORS, LLC MEMBER indirect 2018-05-01
OUTLOOK WEALTH ADVISORS, LLC VICE PRESIDENT direct 2018-05-01
NEUENSCHWANDER, JAMES, ALLEN MANAGING MEMBER OUTLOOK WEALTH FINANCIAL SERVICES, LLC 05/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
OUTLOOK WEALTH ADVISORS, LLC PRESIDENT direct 2018-05-01
OUTLOOK WEALTH ADVISORS, LLC MANAGING MEMBER indirect 2018-05-01

OUTLOOK WEALTH ADVISORS, LLC

ownership team - last updated 2018-05-29
Name Title Start Date Direct/Indirect % Ownership
OUTLOOK WEALTH FINANCIAL SERVICES, LLC OWNER 05/01/2018 Direct 75% or more
Fund Name Position direct/indirect start date end date
OUTLOOK WEALTH ADVISORS, LLC OWNER direct 2018-05-01
CAZARES, ELSA CHIEF COMPLIANCE OFFICER 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
OUTLOOK WEALTH ADVISORS, LLC MEMBER indirect 2018-05-01
OUTLOOK WEALTH ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2018-05-01
NEUENSCHWANDER, MICHAEL, ALLEN VICE PRESIDENT 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
OUTLOOK WEALTH ADVISORS, LLC MEMBER indirect 2018-05-01
OUTLOOK WEALTH ADVISORS, LLC VICE PRESIDENT direct 2018-05-01
NEUENSCHWANDER, JAMES, ALLEN PRESIDENT 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
OUTLOOK WEALTH ADVISORS, LLC PRESIDENT direct 2018-05-01
OUTLOOK WEALTH ADVISORS, LLC MANAGING MEMBER indirect 2018-05-01
CAZARES, ELSA MEMBER OUTLOOK WEALTH FINANCIAL SERVICES, LLC 05/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
OUTLOOK WEALTH ADVISORS, LLC MEMBER indirect 2018-05-01
OUTLOOK WEALTH ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2018-05-01
NEUENSCHWANDER, MICHAEL, ALLEN MEMBER OUTLOOK WEALTH FINANCIAL SERVICES, LLC 05/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
OUTLOOK WEALTH ADVISORS, LLC MEMBER indirect 2018-05-01
OUTLOOK WEALTH ADVISORS, LLC VICE PRESIDENT direct 2018-05-01
NEUENSCHWANDER, JAMES, ALLEN MANAGING MEMBER OUTLOOK WEALTH FINANCIAL SERVICES, LLC 05/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
OUTLOOK WEALTH ADVISORS, LLC PRESIDENT direct 2018-05-01
OUTLOOK WEALTH ADVISORS, LLC MANAGING MEMBER indirect 2018-05-01

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