Wing

Public-record details

Address

260 Newport Center Drive, Newport Beach, CA 92660

Phone

(949) 209-9584

Listed under

Financial planning, Flat / fixed fees, % of assets managed

Legal name

Wing Financial INC.

CRD number

333826

Registration

SEC registered since 2025-02-10

Compensation (Form ADV 5.E)

Percentage of assets under management; Fixed fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning

Regulatory assets under management

$127,775

Accounts managed

30

Clients reported (Form ADV 5.D)

23

Individual / high-net-worth clients

23 / 0

Employees

2

Other business activities (Form ADV 6.A)

Also active as: real estate broker/agent

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-30

SEC registered investment adviser, CRD 333826, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 333826 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.