Wagner Wealth Management, Corp.
Firm details
- Headquarters
- Conyngham, Pennsylvania
- CRD number
- 324196
- Registered since
- August 16, 2024
- Website
- www.wwmcorp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals44.68%
- HNWI44.6%
- Pension & Profit Sharing Plans8.84%
- Corporations / Businesses1.39%
- Charitable Organizations0.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Wagner Wealth Management, Corp. is an independent, privately owned registered investment advisory firm that became SEC-registered in 2024. The firm manages assets for both individuals and families as well as institutional clients, operating on a percentage-of-AUM fee model. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, and pension consulting services. Wagner identifies as an active manager in conventional asset pools but is not an active ESG investor and does not describe itself as a multi-state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities25%
- Cash & Cash Equivalents6%
- Private Funds3%
Owners & executives
1 of 1
Allen Wagner
CEO & Financial AdvisorCRD 1234103
Contacts
2 of 2
Kyle Wagner
Financial PlannerCRD 5941923
Justin Warfel
Investment Adviser RepresentativeCRD 7815666
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 82Active vs passive
$151M in ETFs
61%
$91.8M
34%
$58.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND (PYLD) | PIMCO | Active | Multisector Bond | $7.6M | 298,488 | 5.03% |
Location
Conyngham, PA
Luzerne
Location
Conyngham, PA
Headquartered in Conyngham, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Luzerne
- Address
- 314 Main St
- Time zone
- ET (UTC-5)
- Office locations
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