WAGNER WEALTH MANAGEMENT, CORP.

RIASEC RegisteredEst. 2024

Total AUM

$149M

Discretionary

$136M

91% of AUM

Avg account

$175K

Accounts

850

Employees

Advisory reps

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

FINTRX

Overview

Wagner Wealth Management, Corp. is an independent registered investment adviser that bills clients on a percentage-of-assets basis. The firm serves individuals, families and some institutional clients and lists core advisory services as financial planning, portfolio management for individuals and small businesses, and pension consulting. It is not positioned as an ESG-focused allocator and is not a multi-state adviser; ownership is held by an individual and the firm is SEC-registered as of 2024. Portfolio construction appears to favor pooled public vehicles and income-oriented instruments rather than direct private-syndication allocations or in-house alternative strategies. Custody and operational arrangements point toward a straightforward, advisor-led model rather than a capital-allocating or family-office style platform.