WAGNER WEALTH MANAGEMENT LLC

WAGNER WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 154007). Regulatory assets under management: $8.0M.

Registration

• CRD: 154007
• Type: Registered investment adviser
• Phone: 317-748-7495
• Latest filing: 2026-03-08
• Regulatory AUM: $8.0M
• Non-discretionary AUM: $8.0M
• Clients: 1
• Accounts: 10

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154007 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search