Wing Financial Inc.
● SEC registered since 2025CRD 333826SEC# 801-131883Newport Beach, CA
Reg. AUM
$128K
Employees
2
Accounts
30
Location
Newport Beach, CA
About Wing Financial
Wing Financial presents itself as a superintelligent financial planning platform. The site onboards users into Wing's planning journey with digital access and follow-up communications.
Summary based on the firm’s website.
Wing Financial Inc. assets under management
Wing Financial Inc. operates as an SEC-registered investment adviser based in Newport Beach, CA. The firm has been registered since 2025. It reports $127,775 in regulatory assets under management and employs 2 people.
Wing Financial Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John William Sharpe Control | President And Chief Compliance Officer | 25-50% | 2021 |
| Sean Christopher Wing Control | Chief Executive Officer | 50-75% | 2021 |
Frequently asked questions
How much does Wing Financial Inc. manage?
Wing Financial Inc. reports $127,775 in regulatory assets under management on its Form ADV.
How many employees does Wing Financial Inc. have?
Wing Financial Inc. reports 2 employees.
Where is Wing Financial Inc. located?
Wing Financial Inc. is based in Newport Beach, CA and has been SEC-registered since 2025.
Does Wing Financial Inc. disclose fund performance?
Wing Financial Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 260 Newport Center Drive, Newport Beach, CA 92660 |
| Phone | 9492099584 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$128K▲ 724%
Jun '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,369 advisers
EmployeesTop 86%
More than 14% of 16,804 advisers
Assets under management
$128Kregulatory AUM
Discretionary $128K