WAGNER FINANCIAL, LLC

WAGNER FINANCIAL, LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser (CRD 318448). Regulatory assets under management: $144.7M.

Registration

• CRD: 318448
• SEC file number: 801-124939
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318448 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search