Wagner Wealth Management LLC

Overview

Wagner Wealth Management LLC is an independent registered investment adviser that serves individual and family clients, with a focus on financial planning and portfolio management for individuals and small businesses. The firm operates under an individual-owner model and pairs advisory work with accounting services, positioning itself to advise on both wealth management and tax-related matters. Fee arrangements include a percentage-of-AUM component and fixed fees, and the adviser reports no active ESG program. Investment behavior is clearly equity-driven. The firm shows a strong preference for exchange-traded equities as the primary vehicle for client portfolios while also using mutual funds as part of its toolkit. Wagner Wealth Management does not act as a capital allocator to external private managers in a primary role, but it does access third-party alternative strategies through hedge fund managers when appropriate. Wagner Wealth Management manages client relationships on a non-discretionary basis, meaning clients retain final trading authority and the firm provides recommendations, portfolio construction and planning guidance rather than full discretionary trading control.

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Location & Offices