ING Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ING Wealth provides portfolio management and financial planning to individuals, high‑net‑worth individuals, and business entities. Its Comprehensive Portfolio Management service combines discretionary asset management with optional financial planning/consulting and may include ETFs, mutual funds, individual equities and bonds, and the use of third‑party money managers.
The firm employs a broad set of analytic methods — including fundamental, technical, quantitative, charting and cyclical analysis — and implements both long‑ and short‑term trading strategies, with the capacity to use margin and options and at least quarterly account reviews. It states a fiduciary standard and tailors model allocations or individualized recommendations based on client risk profiles and goals.
Although organized with a single registered advisor, the firm is not structured as a traditional solo practitioner: it compensates non‑advisory personnel for client referrals through an external referral arrangement and may direct clients to a specific custodian while selecting third‑party managers. The firm was recently formed and reported no assets under management as of its February 2026 calculation, which may affect its operational scale relative to more established peers.
Client services
Expertise
Fee options
Up to $50,000 annual flat fee charged quarterly for portfolio management clients; Financial planning fixed fees between $1,500 and $9,500
$0 - $999,999: 1.00% $1,000,000 - $2,499,999: 0.90% $2,500,000 - $4,999,999: 0.85% $5,000,000 - $9,999,999: 0.75% $10,000,000+: 0.55%
$150 to $250 per hour
Main office
La Mesa CA
Advisors at this office
1
Most active in
California
Also doing business as
Ing Wealth · Ing Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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