Adam Coons
Investment adviser representative at Outwing Private Wealth Management
10 yearsExperience
2 statesRegistered in
$332.8MFirm assets
2 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Outwing Private Wealth ManagementFeb 2026 to now
- Arete Wealth Management LLCApr 2025 to now
- Outwing, LLC dba Outwing Private Wealth ManagementSep 2022 to now
- Axxcess Wealth Management, LLCApr 2020 to Jan 2024
- Arete Wealth Management LLCOct 2016 to Apr 2023
- Daniel Investment Associates, LLCJul 2016 to Apr 2020
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, FL).
Outwing Private Wealth Management
Legal name: Outwing, LLC
$332.8MAssets managed
21Clients
1Advisers
2 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
- 5265521
- Firm CRD
- 322444