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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-12-2023
- Office Locations
- 1
Office Locations
About Wagner Wealth Management, Corp.
Wagner Wealth Management is a family-owned, fiduciary SEC-registered RIA based in Sugarloaf, PA, providing holistic financial planning and wealth management for local families, entrepreneurs, family-owned businesses, and content creators. The team designs personalized plans and risk-focused portfolios using a blend of internally managed strategies and outside managers, with reviews multiple times per year; assets are custodied at Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
ALLEN SCOTT WAGNER
Advisor, President
- CRD
- #1234103
- Ownership
- 75% or more
KYLE SCOTT WAGNER
Chief Compliance Officer
- CRD
- #5941923
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Justin Chase Warfel
--
- CRD
- #7815666
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,540,546 | $161,358 |
| Non-Discretionary | $13,145,227 | $1,314,523 |
| Total | $148,685,773 | $174,924 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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