# Winged Wealth Management and Financial Planning

> Winged Wealth Management and Financial Planning is a state-registered investment advisory firm, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 19, 2026.

- CRD: 310668
- Filed as: WINGED WEALTH MANAGEMENT AND FINANCIAL PLANNING
- Legal name: Winged Wealth Management and Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: September 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310668
- AdvisorCensus page: https://advisorcensus.com/firm/winged-wealth-management-and-financial-planning-310668

## Quick answers

**How is Winged Wealth Management and Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Winged Wealth Management and Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Winged Wealth Management and Financial Planning registered with the SEC or a state?**
Winged Wealth Management and Financial Planning is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310668.

**How much does Winged Wealth Management and Financial Planning manage?**
Winged Wealth Management and Financial Planning reports $61,349,314 in regulatory assets under management in its Form ADV filing dated September 19, 2026 (100% discretionary).

**What types of clients does Winged Wealth Management and Financial Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (42); individuals (other than high net worth individuals) (17).

**Does Winged Wealth Management and Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/310668

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $61,349,314
- Discretionary: $61,349,314
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $5,788,519 |
| High net worth individuals | 42 | $55,560,795 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO, FL, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wingedwealth.com
- Facebook @WingedWealthMFP
- LinkedIn @winged-wealth-management-and-financial-planning-llc
- LinkedIn @brianoneill31

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Winged Wealth Management and Financial Planning (CRD 310668): Form ADV filing data as of October 2026.