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WINGED WEALTH MANAGEMENT AND FINANCIAL PLANNING

WINGED WEALTH MANAGEMENT AND FINANCIAL PLANNING LLC

CRD 310668

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$45.2M

Discretionary AUM

$45.2M

Team

1 total employees; 1 advisory reps; 56 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-15

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals28$9.1M
High net worth individuals23$36.1M

All web addresses on file

Official SEC filing: View on IAPD