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WING
Legal name: WING FINANCIAL INC.
CRD 333826File 801-131883
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$128K
Bottom 25% of cohort (national)
Discretionary AUM
$128K
Clients
23
30 accounts
Employees
2
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Feb 10, 2025
- Principal office
- 260 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA, 92660
- Phone
- 9492099584
- Website
- https://www.wing.app/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $128K
- Discretionary AUM
- $128K
- Non-discretionary AUM
- $0
- Discretionary accounts
- 30
- Non-discretionary accounts
- 0
- Total accounts
- 30
- AUM per client
- $6K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 23 | $128K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.