# Wingstem Wealth, LLC

> Wingstem Wealth, LLC is a state-registered investment advisory firm in West Columbia, SC, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 322337
- Filed as: WINGSTEM WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: West Columbia, SC
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322337
- AdvisorCensus page: https://advisorcensus.com/firm/wingstem-wealth-llc-west-columbia-sc-322337

## Quick answers

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

**Where is Wingstem Wealth, LLC located?**
Wingstem Wealth, LLC's principal office is in West Columbia, SC, according to its Form ADV.

**Is Wingstem Wealth, LLC registered with the SEC or a state?**
Wingstem Wealth, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 322337.

**How much does Wingstem Wealth, LLC manage?**
Wingstem Wealth, LLC reports $89,711,611 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Wingstem Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (57); high net worth individuals (29); charitable organizations (1).

**Does Wingstem Wealth, LLC 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/322337

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $89,711,611
- Discretionary: $89,711,611
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 57 | $25,598,709 |
| High net worth individuals | 29 | $60,373,580 |
| Charitable organizations | 1 | $562,248 |
| Corporations or other businesses not listed above | 1 | $3,177,074 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 8 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wingstem.com
- LinkedIn @wingstem

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wingstem Wealth, LLC (CRD 322337): Form ADV filing data as of October 2026.