WINGERT INVESTMENT MANAGEMENT, LLC

WINGERT INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 116049). Regulatory assets under management: $2.4M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 116049
• Type: Registered investment adviser
• Phone: 717-756-7715
• Latest filing: 2026-03-22
• Regulatory AUM: $2.4M
• Discretionary AUM: $2.4M
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116049 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search