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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 26, 2025
- Branch Offices
- 6
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CAZARES, ELSA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAZARES, ELSA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAZARES, ELSA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAZARES, ELSA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAZARES, ELSA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAZARES, ELSA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAZARES, ELSA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAZARES, ELSA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAZARES, ELSA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAZARES, ELSA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAZARES, ELSA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAZARES, ELSA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAZARES, ELSA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAZARES, ELSA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAZARES, ELSA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAZARES, ELSA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAZARES, ELSA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAZARES, ELSA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FLEMING, STACY, GRAVES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FLEMING, STACY, GRAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| FLEMING, STACY, GRAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| FLEMING, STACY, GRAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEUENSCHWANDER, JAMES, ALLEN | I | PRESIDENT | NA | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | PRESIDENT | NA | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | PRESIDENT | NA | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | PRESIDENT | NA | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | PRESIDENT | NA | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | PRESIDENT | NA | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | PRESIDENT | NA | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | PRESIDENT | NA | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | PRESIDENT | NA | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | PRESIDENT | NA | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | PRESIDENT | NA | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | PRESIDENT | NA | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | PRESIDENT | NA | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | PRESIDENT | NA | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | PRESIDENT | NA | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | PRESIDENT | NA | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | PRESIDENT | NA | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | PRESIDENT | NA | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | PRESIDENT | NA | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | PRESIDENT | NA | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | PRESIDENT | NA | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | PRESIDENT | NA | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | PRESIDENT | NA | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | PRESIDENT | NA | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | VICE PRESIDENT | NA | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | VICE PRESIDENT | NA | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | VICE PRESIDENT | NA | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | VICE PRESIDENT | NA | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | VICE PRESIDENT | NA | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | VICE PRESIDENT | NA | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | VICE PRESIDENT | NA | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | VICE PRESIDENT | NA | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | VICE PRESIDENT | NA | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | VICE PRESIDENT | NA | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | VICE PRESIDENT | NA | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | VICE PRESIDENT | NA | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | VICE PRESIDENT | NA | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | VICE PRESIDENT | NA | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | VICE PRESIDENT | NA | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | VICE PRESIDENT | NA | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | VICE PRESIDENT | NA | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | VICE PRESIDENT | NA | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | VICE PRESIDENT | NA | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | VICE PRESIDENT | NA | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | VICE PRESIDENT | NA | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | VICE PRESIDENT | NA | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | VICE PRESIDENT | NA | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | VICE PRESIDENT | NA | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | VICE PRESIDENT | NA | Control |
| Solomon, Fatina | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Solomon, Fatina | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Solomon, Fatina | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OUTLOOK WEALTH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| OUTLOOK WEALTH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| OUTLOOK WEALTH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| OUTLOOK WEALTH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| OUTLOOK WEALTH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| OUTLOOK WEALTH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| OUTLOOK WEALTH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| OUTLOOK WEALTH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| OUTLOOK WEALTH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| OUTLOOK WEALTH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| OUTLOOK WEALTH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| OUTLOOK WEALTH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| OUTLOOK WEALTH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| OUTLOOK WEALTH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| OUTLOOK WEALTH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| OUTLOOK WEALTH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| OUTLOOK WEALTH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| OUTLOOK WEALTH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| OUTLOOK WEALTH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| OUTLOOK WEALTH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| OUTLOOK WEALTH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| OUTLOOK WEALTH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| OUTLOOK WEALTH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| OUTLOOK WEALTH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| OUTLOOK WEALTH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | PRESIDENT | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CAZARES, ELSA | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| CAZARES, ELSA | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| CAZARES, ELSA | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| CAZARES, ELSA | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| CAZARES, ELSA | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| CAZARES, ELSA | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| CAZARES, ELSA | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| CAZARES, ELSA | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| CAZARES, ELSA | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| CAZARES, ELSA | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| CAZARES, ELSA | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| CAZARES, ELSA | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| CAZARES, ELSA | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| CAZARES, ELSA | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| CAZARES, ELSA | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| CAZARES, ELSA | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| CAZARES, ELSA | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| CAZARES, ELSA | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| CAZARES, ELSA | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| CAZARES, ELSA | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| CAZARES, ELSA | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| CAZARES, ELSA | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| CAZARES, ELSA | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | F | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | E | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | E | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | E | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | E | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | E | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | E | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | E | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | E | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | E | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | E | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | E | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | E | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | E | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | E | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | E | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | E | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | D | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | D | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | D | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | D | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | D | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | D | Control |
| NEUENSCHWANDER, JAMES, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | D | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | C | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | C | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | C | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | C | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | C | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | C | Control |
| NEUENSCHWANDER, MICHAEL, ALLEN | I | OUTLOOK WEALTH FINANCIAL SERVICES, LLC | C | Control |
Registrations
Federal
IA
Aug 26, 2025 REGISTERED
Notice Filings (5)
CO FL LA OK TX
Address
224 ED ENGLISH DR.SUITE A
THE WOODLANDS, TX 77385
United States
Phone: 281-872-1515