Wagner Wealth Management, Corp.
Wagner Wealth Management, Corp. is an SEC-registered mass-market adviser in Conyngham, PA with $148.7M assets under management (AUM, regulatory AUM), +42% over one year. See who owns Wagner Wealth Management, Corp.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 324196, SEC 801-130926, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $148.7M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- Conyngham, PA
- Employees
- 5
- Clients
- 261
- CRD
- 324196
- Ownership
- WAGNER, ALLEN, SCOTT; WAGNER, KYLE, SCOTT
How much AUM does Wagner Wealth Management, Corp. have?
Wagner Wealth Management, Corp. reported $148.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Wagner Wealth Management, Corp.?
Disclosed owners and executives of Wagner Wealth Management, Corp. include WAGNER, ALLEN, SCOTT, WAGNER, KYLE, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.