Winged Wealth Management and Financial Planning

Overview

Winged Wealth Management and Financial Planning is an independent, individual-owned RIA that works primarily with individual and family clients. The firm combines ongoing portfolio management with financial planning services and runs educational seminars and workshops aimed at clients and prospective clients. Its fee mix includes assets-under-management charges alongside hourly and fixed-fee arrangements, suggesting flexibility for both ongoing advisory relationships and one-off planning engagements. The adviser does not identify as an ESG-focused allocator and is not registered as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives