Winged Wealth Management And Financial Planning

Winged Wealth Management And Financial Planning (CRD# 310668) is a financial advisory firm headquartered in , . They manage $10,361,129 in 39 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.linkedin.com/company/winged-wealth-management-and-financial-planning-llc
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $265,670
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX, VA

Financial Advisors at Winged Wealth Management And Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Brian O'neill, financial advisor Niceville FL
Brian P. O'neill
CRD#: 7295679
Niceville, FL

Brian O'neill (CRD# 7295679) is an Investment Advisor Representative working at Winged Wealth Management And Financial Planning in Niceville, FL and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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