I
ING Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
ING Wealth LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities, offering ongoing portfolio management alongside standalone financial planning. The firm charges asset-based advisory fees and prepares Investment Policy Statements to align portfolios with clients’ goals, risk tolerances, and time horizons.
The firm employs a range of analytical methods — including fundamental, quantitative, technical, cyclical, and modern portfolio theory — and uses both long- and short-term trading techniques. Strategies disclosed in the brochure include use of margin and options trading as well as model allocations, and the firm typically seeks discretionary trading authority to implement portfolios.
Noteworthy features in the brochure include that the firm is newly formed and reports no assets under management or client accounts at the time of filing, and it requires clients to custody assets at Schwab Institutional while not engaging third‑party managers. ING Wealth also discloses the ability to recommend a broad set of investment types — from ETFs (including precious metals) and REITs to private placements, venture capital and commodities — and notes the potential receipt of research or other soft‑dollar benefits associated with its chosen custodian.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
College savings (529s, UTMA, etc.)
Fee options
$1,500 to $9,500 fixed fee for financial planning
$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 location
ING Wealth
La Mesa CA, United States
Number of offices
1
Most active in
ING Wealth has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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
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