OUTLOOK WEALTH ADVISORS, LLC
CRD #291465 SEC #801-113512 THE WOODLANDS, TX 281-872-1515
SEC Registered
Total AUM
$543.2M
Discretionary
$543.2M
Employees
10
Clients
10
Accounts
570
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $543.2M | $543.2M | $0 | 10 | 0 |
| Mar 2025 | $543.2M | $543.2M | $0 | 10 | 0 |
| Mar 2024 | $463.2M | $463.2M | $0 | 11 | 0 |
| Mar 2024 | $463.2M | $463.2M | $0 | 11 | 0 |
| Mar 2024 | $463.2M | $463.2M | $0 | 11 | 0 |
| Nov 2023 | $430.7M | $430.7M | $0 | 11 | 0 |
| Aug 2023 | $430.7M | $430.7M | $0 | 11 | 0 |
| Apr 2023 | $430.7M | $430.7M | $0 | 11 | 0 |
| Mar 2023 | $430.7M | $430.7M | $0 | 11 | 0 |
| Mar 2022 | $443.8M | $443.8M | $0 | 11 | 0 |
| Sep 2021 | $409.5M | $409.5M | $0 | 11 | 0 |
| Mar 2021 | $409.5M | $409.5M | $0 | 11 | 0 |
| Aug 2020 | $366.8M | $366.8M | $0 | 12 | 0 |
| Jul 2020 | $366.8M | $366.8M | $0 | 12 | 0 |
| Jul 2020 | $366.8M | $366.8M | $0 | 12 | 0 |
| Jun 2020 | $366.8M | $366.8M | $0 | 12 | 0 |
| Mar 2020 | $366.8M | $366.8M | $0 | 12 | 0 |
| May 2019 | $296.3M | $296.3M | $0 | 10 | 1 |
| Apr 2019 | $296.3M | $296.3M | $0 | 10 | 1 |
| Mar 2019 | $296.3M | $296.3M | $0 | 10 | 1 |
| Oct 2018 | $208.3M | $208.3M | $0 | 11 | 0 |
| Oct 2018 | $208.3M | $208.3M | $0 | 11 | 0 |
| Aug 2018 | $0 | $0 | $0 | 11 | 0 |
| Aug 2018 | $0 | $0 | $0 | 11 | 0 |
| May 2018 | $0 | $0 | $0 | 11 | 0 |
DateAug 2025
Total AUM$543.2M
Discretionary$543.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$543.2M
Discretionary$543.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$463.2M
Discretionary$463.2M
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$463.2M
Discretionary$463.2M
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$463.2M
Discretionary$463.2M
Non-Disc.$0
Employees11
Clients0
DateNov 2023
Total AUM$430.7M
Discretionary$430.7M
Non-Disc.$0
Employees11
Clients0
DateAug 2023
Total AUM$430.7M
Discretionary$430.7M
Non-Disc.$0
Employees11
Clients0
DateApr 2023
Total AUM$430.7M
Discretionary$430.7M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$430.7M
Discretionary$430.7M
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$443.8M
Discretionary$443.8M
Non-Disc.$0
Employees11
Clients0
DateSep 2021
Total AUM$409.5M
Discretionary$409.5M
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$409.5M
Discretionary$409.5M
Non-Disc.$0
Employees11
Clients0
DateAug 2020
Total AUM$366.8M
Discretionary$366.8M
Non-Disc.$0
Employees12
Clients0
DateJul 2020
Total AUM$366.8M
Discretionary$366.8M
Non-Disc.$0
Employees12
Clients0
DateJul 2020
Total AUM$366.8M
Discretionary$366.8M
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$366.8M
Discretionary$366.8M
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$366.8M
Discretionary$366.8M
Non-Disc.$0
Employees12
Clients0
DateMay 2019
Total AUM$296.3M
Discretionary$296.3M
Non-Disc.$0
Employees10
Clients1
DateApr 2019
Total AUM$296.3M
Discretionary$296.3M
Non-Disc.$0
Employees10
Clients1
DateMar 2019
Total AUM$296.3M
Discretionary$296.3M
Non-Disc.$0
Employees10
Clients1
DateOct 2018
Total AUM$208.3M
Discretionary$208.3M
Non-Disc.$0
Employees11
Clients0
DateOct 2018
Total AUM$208.3M
Discretionary$208.3M
Non-Disc.$0
Employees11
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0