WING

WING FINANCIAL INC.

CRD 333826 · SEC 801-131883

260 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA, 92660, United States

Phone

9492099584

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$128K

Discretionary AUM

$128K

Team

2 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

Services

Financial planning

Type	Clients	AUM
Individuals	23	$128K

Official SEC filing: View on IAPD