RIA Intel›Advisers›South Carolina›WINGSTEM WEALTH, LLC

WINGSTEM WEALTH, LLC

Advisory

WEST COLUMBIA, SC

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in SC

#141

of 188 advisers by AUM

Average account

$470K

across 191 accounts

AUM per adviser

$45M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$90M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

8

Assets Under Management

Total AUM$90M

Discretionary AUM$90M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients88

Team

Total Employees8

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InSC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

88 clients

29 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in SC

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

MODERN CAPITAL MANAGEMENT, CO.

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$88M

NOVUS ADVISORS, LLC

$91M

BOWEN WEALTH LLC

MOUNT PLEASANT, SC

$86M

BRIGHTWORKS FINANCIAL PLANNING LLC

$84M

LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC

MT. PLEASANT, SC

$84M

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