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WAGNER WEALTH MANAGEMENT, CORP.
CRD 324196 · SEC 801-130926
314 S. MAIN ST., SUITE A, CONYNGHAM, PA, 18219, United States
Phone
570-987-6244
Fax
570-987-6246
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$148.7M
Discretionary AUM
$135.5M
Team
5 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 210 | $66.4M |
| High net worth individuals | 36 | $66.3M |
| Pension/profit sharing plans | 10 | $13.1M |
| Charitable organizations | 5 | $738K |
States served
NJ, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD