Winged Wealth Management And Financial Planning

Overview

Winged Wealth Management and Financial Planning is an independent RIA organized as an LLC and owned by an individual advisor. The firm focuses on serving individual and family clients through fee-based advisory relationships using a mix of percentage-of-AUM, hourly, and fixed-fee billing. Core service offerings include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and client education via seminars and workshops. The firm does not market itself as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives