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- Custodian
- Apex
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2021
- Office Locations
- 1
Office Locations
About Wing
Wing Financial is an SEC-registered RIA offering a mobile-first planning and advice platform for U.S. investors, distributed through partner financial institutions and private wealth firms. The app centralizes accounts, spending, and retirement projections and delivers fiduciary, personalized guidance; partner wealth teams actively manage diversified portfolios (equities, fixed income, and select alternatives) with ongoing rebalancing and tax-loss harvesting, with custody via Apex.
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Owner & Executives
JOHN WILLIAM SHARPE
Chief Compliance Officer, Chief Financial Officer, President, Principal
- CRD
- #4420346
- Ownership
- 25% but less than 50%
SEAN CHRISTOPHER WING
Chief Executive Officer
- CRD
- --
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $127,775 | $4,259 |
| Non-Discretionary | $0 | -- |
| Total | $127,775 | $4,259 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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