# Winged Wealth Management and Financial Planning

Winged Wealth Management and Financial Planning is a RIA based in Niceville, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Niceville, United States
- **Region:** North America
- **Address:** Niceville, FL, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** www.wingedwealth.com
- **LinkedIn:** https://www.linkedin.com/company/brianoneill31

## Regulatory record

- **CRD number:** 310668
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-15T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310668

## About

Founded in 2020 in Niceville, Florida, Winged Wealth Management and Financial Planning is a registered investment adviser serving individual and high-net-worth clients on the Florida Panhandle. The firm bundles financial planning, retirement readiness analysis, tax-efficient strategies, and discretionary portfolio management — positioning as a white-glove shop for local concentrated wealth, including military retirees from nearby Eglin Air Force Base. The firm's advisory structure covers retirement income modeling, equity and fixed-income portfolio construction, and tax-aware asset location decisions. Its service mandate spans pre-retirement accumulation and post-retirement distribution phases — a dual focus that requires coordination across tax brackets, Required Minimum Distributions, and Social Security claiming strategies. The firm's public record does not include SEC-filed Form ADV counts that would confirm exact team size. No adjacent vehicles, club affiliations, or philanthropic foundations are disclosed. In September 2023, the firm maintained its web presence and regulatory standing without announcing fund launches or personnel moves. Its structural differentiator is the quiet coupling of military-adjacent wealth in a coastal Florida market with planning services that bridge federal benefits and private investment accounts. This is an advice-first, low-complexity model — a contrast to the multi-strategy, multi-family offices deploying private equity direct deals from larger markets.

## Questions

### What types of clients does Winged Wealth Management serve?

Winged targets individuals and high-net-worth individuals, often with specific planning needs — including military families and federal retirees near Eglin Air Force Base who need coordination between military benefits and private investment accounts.

### What regulatory body oversees Winged Wealth Management?

As a registered investment adviser, Winged is regulated by either the SEC or the Florida Office of Financial Regulation, depending on its regulatory assets under management threshold. Its Form ADV, if filed, is accessible via the SEC's IAPD database — though it is not surfaced in common commercial datasets.

## Related profiles

- [Wingate Wealth Advisors](https://altss.com/profile/wingate-wealth-advisors)
- [Wingo Asset Manager](https://altss.com/profile/wingo-asset-manager)

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Last updated: 2026-08-11T02:43:31.692Z

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