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Wagner Wealth Management, Corp.

● SEC registered since 2024CRD 324196SEC# 801-130926Conyngham, PA
Export (members)
Reg. AUM
$104.7M
Employees
2
Accounts
727
Location
Conyngham, PA

Wagner Wealth Management, Corp. assets under management

Wagner Wealth Management, Corp. is an SEC-registered investment adviser based in Conyngham, PA. The firm has been registered since 2024. It reports $104.7 million in regulatory assets under management and employs 2 people.

Wagner Wealth Management, Corp. owners & executives

2 reported
NameTitleOwnershipSince
Allen Scott Wagner ControlPresidentOver 75%2010
Kyle Scott WagnerChief Compliance Officer10-25%2024

Frequently asked questions

How much does Wagner Wealth Management, Corp. manage?

Wagner Wealth Management, Corp. reports $104.7 million in regulatory assets under management on its Form ADV.

How many employees does Wagner Wealth Management, Corp. have?

Wagner Wealth Management, Corp. reports 2 employees.

Where is Wagner Wealth Management, Corp. located?

Wagner Wealth Management, Corp. is based in Conyngham, PA and has been SEC-registered since 2024.

Does Wagner Wealth Management, Corp. disclose fund performance?

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

Contact & registration

Address314 S. Main St., Suite a, Conyngham, PA 18219
Phone570-987-6244
Fax570-987-6246
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$104.7M
Non-discretionary$0
Total (RAUM)$104.7M