Wingstem Wealth, LLC

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Client assets under management

$85,972,289

Clients

34% high-net worth

Advisors

of 8 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$999,678

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

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies

Fee options

Fixed

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.

Percentage

$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%

Commissions

Commission-based compensation for sale of securities and insurance products by advisory professionals who are registered representatives of a broker-dealer.

Other

Account minimum: $1,000,000

Main office location

Wingstem Wealth, LLC

171 Lott Ct

West Columbia SC 29169, United States

Number of offices

Most active in

South Carolina

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 803.791.1111

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.

Options & derivatives strategies

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.

Options & derivatives strategies

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