| Name | Title | Ownership | Since |
|---|---|---|---|
| John William Sharpe Control | President And Chief Compliance Officer | 25-50% | 2021 |
| Matthew Michael Cacciola | Owner | Under 5% | 2021 |
| Pierre Mickael Parisot | Owner | Under 5% | 2021 |
Wing Financial Inc. reports $15,515 in regulatory assets under management on its Form ADV.
Wing Financial Inc. reports 2 employees.
Wing Financial Inc. is based in Newport Beach, CA and has been SEC-registered since 2025.
Wing Financial Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4041 MacArthur Blvd, Suite 400, Newport Beach, CA 92660 |
| Phone | 9492099584 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $16K |
| Non-discretionary | $0 |
| Total (RAUM) | $16K |