CRD: 310668
Winged Wealth Management AND Financial Planning
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-25-2020
- Office Locations
- 1
Office Locations
About Winged Wealth Management AND Financial Planning
Winged Wealth is a veteran-owned, fee-only fiduciary RIA providing comprehensive financial planning and portfolio management for military members, veterans, and their families. Planning covers cash flow, insurance, estate, tax, college, and retirement, with investment implementation often ETF-based. Founded by CFP(R) professional and former fighter pilot Brian O'Neill, the firm has been featured in outlets like Barron's and CNN Business.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Brian Patrick O'Neill
Chief Compliance Officer, Founder
- CRD
- #7295679
- Ownership
- 75% or more
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,625,353 | -- |
| Non-Discretionary | $0 | -- |
| Total | $57,625,353 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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