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Taylor Wagner

Chief Compliance OfficerValued Wealth Advisors, LLCCRD 7286304

About Taylor Wagner

Taylor Wagner is listed as Chief Compliance Officer at Valued Wealth Advisors, LLC in Holladay, UT. Form ADV reports a beneficial ownership band of Under 5%. Taylor Wagner is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Valued Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Taylor Wagner work?

Taylor Wagner is listed as Chief Compliance Officer at Valued Wealth Advisors, LLC on SEC Form ADV.

How much of Valued Wealth Advisors, LLC does Taylor Wagner own?

Form ADV reports a beneficial ownership band of Under 5%.

Valued Wealth Advisors, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2021
View Valued Wealth Advisors, LLC →

Valued Wealth Advisors, LLC

TitleGeneral Partner
Ownership—
Control personNo
Since2024
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