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Clifton Scott Mc millan

Investment adviser representative at White Wing Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$182.8MFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. White Wing Wealth Management, LLCJul 2015 to now

Exams passed

  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 1 state (TX).

White Wing Wealth Management, LLC

$182.8MAssets managed
151Clients
2Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4767845
Firm CRD
226524
Advisor's SEC record (opens in a new tab)
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