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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-08-2010
- Office Locations
- 1
Office Locations
About Wagner Wealth Management LLC
Wagner Wealth Management is a boutique, team-based RIA providing comprehensive financial planning and ongoing portfolio oversight for individuals, families, and entrepreneurs. The firm builds goal-based roadmaps, stays nimble through market cycles, and emphasizes risk management, diversification, and tax-aware moves (e.g., tax-loss harvesting) alongside estate, charitable, and business-succession planning. Portfolios are largely ETF-based, with custody options including Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN ANDREW WAGNER
Owner
- CRD
- #2892927
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $8,000,000 | -- |
| Total | $8,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | 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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