Wing
Wing is an SEC-registered ria in Newport Beach, CA with $127,775 assets under management (AUM, regulatory AUM), -999% over one year. See who owns Wing: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333826, SEC 801-131883, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $127,775 (2026-03-30)
- Firm type
- Ria
- Location
- Newport Beach, CA
- Employees
- 2
- Clients
- 23
- CRD
- 333826
- Ownership
- SHARPE, JOHN, WILLIAM; CACCIOLA, MATTHEW, MICHAEL; WING, SEAN, CHRISTOPHER; PARISOT, PIERRE, MICKAEL
How much AUM does Wing have?
Wing reported $127,775 in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Wing?
Disclosed owners and executives of Wing include SHARPE, JOHN, WILLIAM, CACCIOLA, MATTHEW, MICHAEL, WING, SEAN, CHRISTOPHER, PARISOT, PIERRE, MICKAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.