# Wing

> Wing is an SEC-registered investment advisory firm in Newport Beach, CA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 333826
- Filed as: WING
- Legal name: Wing Financial Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333826
- AdvisorCensus page: https://advisorcensus.com/firm/wing-newport-beach-ca-333826

## Quick answers

**How is Wing compensated?**
On its Form ADV (Item 5.E, October 2026), Wing reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Wing located?**
Wing's principal office is in Newport Beach, CA, according to its Form ADV.

**Is Wing registered with the SEC or a state?**
Wing is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333826.

**How much does Wing manage?**
Wing reports $127,775 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary).

**How have Wing's assets and staff changed since 2025?**
In the Form ADV data for Wing: Regulatory assets under management: $15,515 in the October 2025 data and $127,775 in the October 2026 data, up 724%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wing serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (23).

**Which custodians does Wing use?**
Wing's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Apex Clearing Corporation as a custodian holding 10% or more of its separately managed account assets.

**Does Wing report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333826

**What changed in Wing's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Apex Clearing Corporation

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $127,775
- Discretionary: $127,775
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $127,775 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wing.app

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $15,515 | 2 | June 4, 2025 |
| October 2026 | $127,775 | 2 | September 30, 2026 |

Regulatory assets under management: $15,515 in the October 2025 data and $127,775 in the October 2026 data, up 724%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $15,515 to $127,775 (+724%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wing (CRD 333826): Form ADV filing data as of October 2026.