White Wing Wealth Management, LLC

Overview

White Wing Wealth Management, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2022. The firm is individually owned and serves both individual and family clients as well as institutional entities. Its advisory practice centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include asset-based fees alongside hourly and fixed-fee engagements. White Wing does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. The firm holds industry-level affiliations that indicate involvement beyond pure advisory work — including roles as an investment adviser or sponsor and as a general partner or managing member of pooled investment vehicles. That suggests White Wing can both advise on and participate in sponsored investment structures when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives