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WINGSTEM WEALTH, LLC
CRD 322337
171 LOTT CT, WEST COLUMBIA, SC, 29169, United States
Phone
803.791.1111
Fax
803.791.1199
Registration
— (—)
Source
State registered
Total AUM
$89.7M
Discretionary AUM
$89.7M
Team
8 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $25.6M |
| High net worth individuals | 29 | $60.4M |
| Charitable organizations | 1 | $562K |
| Corporations/business entities | 1 | $3.2M |
All web addresses on file
Official SEC filing: View on IAPD