Wagner Loftin Investment Services LLC
Wagner Loftin Investment Services LLC is an SEC-registered mass-market adviser in Pleasant Hill, CA with $396.4M assets under management (AUM, regulatory AUM), -17% over one year. See who owns Wagner Loftin Investment Services LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109770, SEC 801-63145, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $396.4M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Pleasant Hill, CA
- Employees
- 7
- Clients
- 442
- CRD
- 109770
- Ownership
- WAGNER, RONALD, JOSEPH; GUINTU, GERALD, GILBERTO
How much AUM does Wagner Loftin Investment Services LLC have?
Wagner Loftin Investment Services LLC reported $396.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Wagner Loftin Investment Services LLC?
Disclosed owners and executives of Wagner Loftin Investment Services LLC include WAGNER, RONALD, JOSEPH, GUINTU, GERALD, GILBERTO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.