# WAGNER FINANCIAL, LLC

WAGNER FINANCIAL, LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser.

## Registration

- CRD: 318448
- Type: SEC-registered investment adviser
- SEC file number: 801-124939
- Location: 4260 GALEWOOD STREET, SUITE A, LAKE OSWEGO, OR, 97035
- Phone: 503-342-0038
- Latest filing: 2026-03-10
- Regulatory AUM: $144.7M
- Discretionary AUM: $144.7M
- Clients: 5
- Accounts: 397

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Sandra J Wagner | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| WAGNER ANDREW J | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Sandra J. Wagner | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318448/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318448/similar
- Related entities: https://search.stillhousedata.com/firm/318448/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318448

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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.