Wingstem Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$85,972,289
Clients
86
Advisors
2
of 8 employees
About
Wingstem Wealth serves individuals (including high-net-worth clients), pension and profit-sharing plans, and corporate clients, delivering wealth management, financial planning, estate consulting, and ERISA-qualified plan services. The firm offers both discretionary and non‑discretionary portfolio management and may recommend third‑party sub‑advisers and model managers to implement client strategies.
Investment advice is tailored to each client’s goals and risk tolerance and draws on multiple analytic methods — including charting, fundamental, technical, cyclical and economic reviews — and a mix of mutual funds, ETFs, individual securities and sub‑adviser models. The brochure discloses that Wingstem and its platform relationships may employ option strategies (covered calls, long calls and long puts) and that model managers accessed through the Orion platform implement portfolio trades.
Notable distinctions include the firm’s affiliation with insurance and consulting businesses (Wingstem Services, Inc., Amick and Associates, Inc., and L.G. Goldstein and Associates, Inc.) and that certain advisory personnel are licensed insurance agents and registered representatives, which the brochure identifies as a potential source of conflicts of interest. The brochure also highlights the firm’s use of third‑party custodial and platform services that provide research, publications and conferences and that enable model‑based separate account management and custom indexing through Orion.
Client services
Expertise
Fee options
Financial planning and consulting services fixed fees generally range from $2,000 to $25,000; Estate consulting and coordination services billed as flat annual retainer generally ranging from $10,000 to $50,000.
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% More than $5,000,000+: 0.75%
Commission-based compensation for sale of securities and insurance products by advisory professionals who are registered representatives of a broker-dealer.
Account minimum: $1,000,000
Main office
171 Lott Ct
West Columbia SC 29169
Advisors at this office
2
Most active in
South Carolina
Also doing business as
Longleaf Advisory Services, LLC · Wingstem 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Blake A
CFP®, ChFC®, Series 63, Series 65
West Columbia, SC
Wingstem Wealth, LLC
Blake Amick is a CFP® and ChFC® with 40 years of experience in financial advising. He is currently with Wingstem Wealth, LLC and has prior experience at Cetera Advisor Networks LLC. Outside of advisory work, he is involved in fixed insurance sales through Wingstem Services, Inc., manages timberland via Covey Call LLC, and is a 50% owner of an employee benefits firm, Amick, Bahnmueller and Associates. Wingstem Wealth provides advisory services to individuals, retirement plan sponsors, and corporate clients, combining quantitative, fundamental, technical, and economic analysis to manage portfolios. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan consulting with a focus on regular client reporting and written summaries of material changes.
William A
CFP®, Series 63, Series 65
West Columbia, SC
Wingstem Wealth, LLC
William Amick is a CFP® professional with 13 years of experience in financial advisory services. He is currently with Wingstem Wealth, LLC and Private Client Services, having previously worked at Cetera Advisor Networks LLC. Outside of his advisory work, he serves on the board of the state division of Ducks Unlimited and is involved in conservation-related activities through Covey Call LLC. Wingstem Wealth provides advisory services to individuals, retirement plan sponsors, and corporate clients, employing a combination of quantitative, fundamental, technical, and economic analysis to manage portfolios. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan consulting, with a focus on regular client reporting and performance reviews.
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