Overview
Assets Under Management: $149 million
Headquarters: CONYNGHAM, PA
High-Net-Worth Clients: 36
Average Client Assets: $1.8 million
Frequently Asked Questions
WAGNER WEALTH MANAGEMENT, CORP. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #324196), WAGNER WEALTH MANAGEMENT, CORP. is subject to fiduciary duty under federal law.
WAGNER WEALTH MANAGEMENT, CORP. is headquartered in CONYNGHAM, PA.
WAGNER WEALTH MANAGEMENT, CORP. serves 36 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, WAGNER WEALTH MANAGEMENT, CORP. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
WAGNER WEALTH MANAGEMENT, CORP. manages $149 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, WAGNER WEALTH MANAGEMENT, CORP. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.60%
Average Client Assets: $1.8 million
Total Client Accounts: 850
Discretionary Accounts: 840
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 324196
Filing ID: 2074883
Last Filing Date: 2026-03-23 10:18:40