CRD: 171260
Wealth Management Advisors, LLC
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- Custodian
- American Funds · Capital Group · Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · John Hancock · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-15-2014
- Office Locations
- 2
Office Locations
About Wealth Management Advisors, LLC
Wagner Wealth Management is a boutique, team-based wealth advisory firm in Greenville, SC, focused on long-term client relationships and comprehensive financial planning. The team stays nimble as goals and markets change, with ongoing portfolio risk reviews and planning around tax-smart moves, charitable giving, and business succession. Portfolios are primarily implemented with ETFs and public funds. The firm earned multiple 2025 South Carolina Best in Business awards.
Team overview
Insights
Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MIRIAM Goodwin EDWARDS
Chief Operating Officer
- CRD
- #6533286
- Ownership
- Less than 5%
JENNIFER LYNN OSGOOD
President
- CRD
- #5236771
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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JAMES SCOTT DAVIS
Wealth Advisor
- CRD
- #4788164
Clayton Koch
Wealth Advisor
- CRD
- #6577622
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $686,123,088 | $541,107 |
| Non-Discretionary | $0 | -- |
| Total | $686,123,088 | $541,107 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| 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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