$89.7M Total AUM
$89.7M Disc. AUM
-- 3Y CAGR
8 Employees
88 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-06-2023
- Office Locations
- 2
Office Locations
-- Neeses SC
-- West Columbia SC
About Wingstem Wealth, LLC
Wingstem Wealth is a fiduciary RIA serving family businesses and multi-generational families with an integrated approach spanning wealth management, estate/succession planning, employee benefits, payroll, 401(k) plan management, and HRIS/HR consulting. Formerly Longleaf Advisors, the firm brings over four decades of experience and advises clients’ assets held at independent custodians; client portal runs on Orion.
Team overview
-- AVG AGE
$44.9M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
3.5 yrs AVG TENURE
8 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
W
WILLIAM BLAKE AMICK
Chief Compliance Officer
- CRD
- #6168077
- Ownership
- 75% or more
Available
Available
Available
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B
BLAKE DEONNE AMICK
Financial Advisor
- CRD
- #1402104
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,711,611 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,711,611 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Private Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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