WINGSTEM WEALTH, LLC

RIASEC Registered

Total AUM

$89.7M

Discretionary

$89.7M

100% of AUM

Avg account

$470K

Accounts

191

Employees

Advisory reps

Firm details

Headquarters: WEST COLUMBIA, South Carolina
CRD number: 322337
Website: www.wingstem.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI67.3%
Individuals28.53%
Corporations / Businesses3.54%
Charitable Organizations0.63%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Wingstem Wealth, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Wingstem also operates as an insurance broker and lists an insurance company affiliation among its industry ties. The firm reports a mix of fee arrangements (percentage of AUM, hourly fees, fixed fees) and also accepts commissions. Wingstem does not identify as an active ESG investor and is not described as a multi-state adviser in the source data. The firm’s SEC registration year was not provided.