Winged Wealth Management And Financial Planning

Overview

Winged Wealth Management And Financial Planning is an independent registered investment adviser organized as an LLC and owned by an individual advisor. The firm serves individuals and families, offering financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its fee model is mixed: percentage-of-AUM fees alongside hourly and fixed-fee arrangements, which suggests flexibility to serve both ongoing advisory relationships and one-off planning engagements. The firm is not positioned as a capital allocator and does not present itself as an active ESG investor. It is not structured as a multi-state adviser or pension consultant in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives