WINGO ASSET MANAGEMENT, LLC

Overview

Wingo Asset Management, LLC is an independent, owner-operated registered investment adviser that serves individuals, families and small businesses. The firm operates primarily on a fee basis (percentage of AUM and fixed fees) and offers financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. That combination — fee-based advice plus the explicit ability to select third‑party managers — indicates Wingo acts as a capital allocator, constructing client solutions through a mix of pooled vehicles and outside sub‑advisors rather than exclusively through proprietary, single-stock strategies. Investment activity is concentrated in pooled public funds and mutual funds, and most client relationships are run on a discretionary basis. Wingo does not position itself as an ESG investor and is not structured as a multi‑state adviser. The firm’s affiliation with an insurance company suggests it integrates insurance products or planning into client solutions when appropriate.

Assets & Accounts

Location & Offices