Wing
DBA: Wing Financial Inc.
4041 MACARTHUR BLVD, Newport Beach, California 92660
SEC CRD#333826
Last ADV filed: 06/04/2025
Verified Fiduciary
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Clean Disciplinary Record
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
Additional Compensation Disclosed
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Compensation methods:
Percentage of AUMFixed fees
Compensation Transparency
- Also licensed to sell insurance products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.