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Wagner Financial, LLC

● SEC registered since 2022CRD 318448SEC# 801-124939Lake Oswego, OR
Export (members)
Reg. AUM
$144.7M
Employees
5
Accounts
397
Location
Lake Oswego, OR

Wagner Financial, LLC assets under management

Wagner Financial, LLC is an SEC-registered investment adviser based in Lake Oswego, OR. The firm has been registered since 2022. It reports $144.7 million in regulatory assets under management and employs 5 people.
www.wagnerplanning.comView on SEC.gov ↗

Wagner Financial, LLC owners & executives

3 reported
NameTitleOwnershipSince
Sandra J. Wagner ControlChief Compliance OfficerUnder 5%2022
Sandra J. Wagner Trust U/A/D 6/22/2011 ControlMemberOver 75%2011
Sandra J. Wagner ControlTrustee—2011

Frequently asked questions

How much does Wagner Financial, LLC manage?

Wagner Financial, LLC reports $144.7 million in regulatory assets under management on its Form ADV.

How many employees does Wagner Financial, LLC have?

Wagner Financial, LLC reports 5 employees.

Where is Wagner Financial, LLC located?

Wagner Financial, LLC is based in Lake Oswego, OR and has been SEC-registered since 2022.

Does Wagner Financial, LLC disclose fund performance?

Wagner Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4260 Galewood Street, Suite a, Lake Oswego, OR 97035
Phone503-342-0038
Fax503-210-0311
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$144.7M
Non-discretionary$0
Total (RAUM)$144.7M