Firm profile

WING

NEWPORT BEACH, CACRD 333826Latest ADV March 30, 2026

Wing is an SEC registered investment adviser organized as a corporation with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 30, 2026, reports $127,775 in regulatory assets under management, 2 employees, and 30 accounts.

Assets Under Management
$128K
Employees
2
Offices
--
Total Clients
23
Primary office
NEWPORT BEACH, CA
260 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOSean C. Wing
CCOJohn W. Sharpe

Advisory services offered

1 types reported
Financial Planning Services

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
23

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$128Kas of March 30, 2026
Discretionary100.0%
$128K
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$128K
Total Accounts30
10Y AUM Change+$128K

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee12:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.