WINGED WEALTH MANAGEMENT AND FINANCIAL PLANNING

WINGED WEALTH MANAGEMENT AND FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 310668). Regulatory assets under management: $57.6M.

Registration

• CRD: 310668
• Type: Registered investment adviser
• Phone: (850) 739-0331
• Latest filing: 2026-07-06
• Regulatory AUM: $57.6M
• Discretionary AUM: $57.6M
• Clients: 1
• Accounts: 404

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 310668 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search