Adam Coons
Investment Adviser Representative at Outwing Private Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Adam Coons is an investment adviser representative with Outwing Private Wealth Management in Santa Barbara, CA, where they have been registered since 2022. They have worked in the securities industry since 2007 and have been registered with 6 firms, including Axxcess Wealth Management, LLC and Daniel Investment Associates, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
- Broker:
1 state or territory
California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Daniel Investment Associates, LLCJul 2016 – Apr 2020Santa Barbara, CA
- Arete Wealth Management LLCOct 2016 – Apr 2023Chicago, IL
- Axxcess Wealth Management, LLCApr 2020 – Jan 2024Santa Barbara, CA
- Outwing, LLC dba Outwing Private Wealth ManagementSep 2022 – no end date reportedLantana, FL
- Arete Wealth Management LLCApr 2025 – no end date reportedChicago, IL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Outwing Private Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adam Coons has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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