# CATHY A. WAGNER, CFP, RIA

CATHY A. WAGNER, CFP, RIA of PALM HARBOR, FL is an SEC-registered investment adviser.

## Registration

- CRD: 141583
- Type: SEC-registered investment adviser
- Location: 2662 WEST LAKE ROAD, PALM HARBOR, FL, 34684
- Phone: 727-789-3691
- Latest filing: 2026-04-07
- Clients: 5

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141583/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141583/similar
- Related entities: https://search.stillhousedata.com/firm/141583/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141583

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.