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 registered investment adviser organized as a corporation and SEC-registered in 2024. The firm is owner-operated and charges clients on a percentage-of-AUM basis. Its stated client base spans individual and family clients as well as institutional relationships. Core advisory capabilities include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as an active ESG investor and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Justin Warfel
Investment Adviser RepresentativeCRD 7815666
Kyle Wagner
Financial PlannerCRD 5941923
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 85Active vs passive
$142M in ETFs
60%
$85.1M
35%
$57.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND (PYLD) | PIMCO | Active | Multisector Bond | $7.4M | 279,015 | 5.20% |
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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