Adviser Profile
| As of Date | 08/18/2024 |
| Registration status | Registration Changed to WAGNER WEALTH MANAGEMENT, CORP. |
| ADV Location | SUGARLOAF, PA, United States |
| Contact Info | 570 xxxxxxx |
| Websites |
| AUM* | 100,796,653 32% |
| of that, discretionary | 90,173,128 28% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 155,791 18% |
| % High Net Worth | 12.02% 3% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds