Wagner Planning
Wagner Planning is an SEC-registered mass-market adviser in Lake Oswego, OR with $144.7M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Wagner Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318448, SEC 801-124939, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $144.7M (2026-03-10)
- Firm type
- Mass-Market Adviser
- Location
- Lake Oswego, OR
- Employees
- 5
- Clients
- 203
- CRD
- 318448
- Ownership
- SANDRA J. WAGNER TRUST U/A/D 6/22/2011; WAGNER, SANDRA, J.
How much AUM does Wagner Planning have?
Wagner Planning reported $144.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Wagner Planning?
Disclosed owners and executives of Wagner Planning include SANDRA J. WAGNER TRUST U/A/D 6/22/2011, WAGNER, SANDRA, J.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.