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They include 381 individual clients and 188 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Outlook Wealth Advisors offer?","answer":"Outlook Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, educational seminars, business succession planning, education planning, estate planning, insurance, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Outlook Wealth Advisors use?","answer":"Outlook Wealth Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $594M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Outlook Wealth Advisors have?","answer":"Outlook Wealth Advisors has 5 investment adviser representatives registered with state securities authorities, out of 11 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Outlook Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Outlook Wealth Advisors’ separately managed accounts held 72% exchange-traded equities, 17% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Outlook Wealth Advisors?","answer":"Outlook Wealth Advisors is owned through a holding company by Michael Neuenschwander. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}