RIA Intel›Advisers›Florida›WINGED WEALTH MANAGEMENT AND FINANCIAL PLANNING LLC

WINGED WEALTH MANAGEMENT AND FINANCIAL PLANNING LLC

Advisory

FL

Data as of Aug 12, 2026 · Source: SEC Form ADV

Rank in FL
#1,561
of 2,610 advisers by AUM
Average account
$143K
across 404 accounts
AUM per adviser
$58M
1 advisers

Source: SEC Form ADV. Figures as filed Aug 12, 2026.

Total AUM
$58M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$58M
Discretionary AUM$58M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients57
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, CO, FL, TX, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

RED HILLS CAPITAL, LLC
TALLAHASSEE, FL
$58M
AKAR CAPITAL MANAGEMENT, INC.
PLANTATION, FL
$58M
EMA SMA LLC
NAPLES, FL
$58M
ALPINE CAPITAL MANAGEMENT, LLC
NAPLES, FL
$58M
-27.5% 1Y
YOUR CHOICE FINANCIAL LLC
$58M
FIRST DOWN FINANCIAL, INC.
OVIEDO, FL
$57M

Get the full picture on WINGED WEALTH MANAGEMENT AND FINANCIAL PLANNING LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WINGED WEALTH MANAGEMENT AND FINANCIAL PLANNING LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans