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Meredith Elyse Stewart

White Wing Wealth Management, LLC

The Woodlands, TX

CRD 8138321

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Employer firm

White Wing Wealth Management, LLC CRD 226524

$183M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
White Wing Wealth Management, Llc

10001 Woodloch Forest Drive Suite 515, The Woodlands, TX 77380 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-12
  • TX RA
    APPROVED
    Since 2025-09-12

Branch Locations

10001 Woodloch Forest Drive Suite 515, The Woodlands, TX 77380 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Heb The Woodlands TX 06/2018 08/2018
Tomball Isd Tomball TX 08/2021 06/2023
Coast To Coast Surrogacy Spring TX 05/2023 09/2023
White Wing Wealth Management The Woodlands TX 08/2023 Present
White Wing Wealth Management, Llc The Woodlands TX 07/2025 Present
Na The Woodlands TX 07/2015 05/2021
  • 06/2018 → 08/2018
    Heb
    The Woodlands, TX
  • 08/2021 → 06/2023
    Tomball Isd
    Tomball, TX
  • 05/2023 → 09/2023
    Coast To Coast Surrogacy
    Spring, TX
  • 08/2023 → Present
    White Wing Wealth Management
    The Woodlands, TX
  • 07/2025 → Present
    White Wing Wealth Management, Llc
    The Woodlands, TX
  • 07/2015 → 05/2021
    Na
    The Woodlands, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-11
  • S65 Uniform Investment Adviser Law Examination
    2025-09-11

View on SEC IAPD

Nearby Firms

PROVIDENT WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.

Nearby Investors

DANIEL CORAL GOODWIN
Jeffrey Douglas Hackett
KRISTIN LEE SANDERS

Nearby Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX

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