# Wingo Asset Manager

Wingo Asset Manager is a Bank / Wealth / Trust based in Shreveport, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Shreveport, United States
- **Region:** North America
- **Address:** Shreveport, LA, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** wingowealth.com
- **LinkedIn:** https://www.linkedin.com/company/wingowealth

## Regulatory record

- **Reports private funds:** No

## About

Wingo Asset Manager was founded in 2019 by Dee Wingo, who serves as President and Chief Compliance Officer. The firm operates from Shreveport, Louisiana, positioning itself as a regional provider of investment advisory services. The founding coincided with a wave of breakaway advisors launching independent RIAs in secondary markets across the US Southeast. The firm's stated capabilities center on retirement income planning and investment management. Public records from the SEC show the firm is registered with a single office and a lean staff. Specific portfolio positions held on behalf of clients are not publicly disclosed. The geographic footprint appears concentrated in northwest Louisiana, with no public record of additional offices or national scale. Scale metrics remain opaque. The firm's most recent Form ADV, accessible via the SEC's IAPD database, does not report regulatory assets under management in a manner that permits reliable public aggregation. No adjacent philanthropic entities, family office structures, or club affiliations are publicly associated with the firm. The structural differentiator is a matter of posture rather than architecture: Wingo Asset Manager operates as a Main Street, single-office RIA in a secondary market, serving a client base that institutional allocators typically overlook. For a Louisiana-based pension plan or regional endowment seeking a local manager, proximity and accessible fiduciary advice — rather than proprietary deal flow or platform scale — define the value proposition. The firm's longevity and succession planning remain unaddressed in public records, a common profile for founder-led independent RIAs still in their first decade.

## Sectors

- Wealth Management

## People

- Dee Wingo — President and Chief Compliance Officer

## Questions

### Who runs investment decisions at Wingo Asset Manager?

Dee Wingo, the firm's founder, serves as President and Chief Compliance Officer (per SEC IAPD, 2025). As the named principal on the firm's Form ADV, she holds responsibility for both advisory and regulatory functions. No additional portfolio managers or investment committee members are publicly named.

### Is Wingo Asset Manager a fiduciary?

Yes. As a registered investment adviser with the US Securities and Exchange Commission, Wingo Asset Manager operates under a fiduciary duty to its advisory clients. This means the firm is legally obligated to act in its clients' best interests when providing investment advice.

### What investment strategies does the firm emphasize?

Wingo Asset Manager emphasizes retirement income planning and general investment management. The firm has not publicly articulated a specialized asset-class strategy beyond serving as a fiduciary advisor to individuals and small institutions in Louisiana.

## Related profiles

- [Winged Wealth Management and Financial Planning](https://altss.com/profile/winged-wealth-management-and-financial-planning)
- [Wingtech Technology](https://altss.com/profile/wingtech-technology)

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

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