Investment adviser · CRD 324196
WAGNER WEALTH MANAGEMENT, CORP.
Investment adviser filing (IA)
CONYNGHAM, PA, United States · Form ADV filed Mar 23, 2026
- Regulatory AUM
- $149M Form ADV · Item 5.F
- Client accounts
- 850 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 210 | $66,432,017 | 44.7% |
| High-net-worth individuals | 36 | $66,307,396 | 44.6% |
| Retirement plans | 10 | $13,145,227 | 8.8% |
| Corporations & businesses | Fewer than 5 | $2,063,203 | 1.4% |
| Charities | 5 | $737,930 | 0.5% |
Filing source
Form ADV 2074883 · Mar 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
314 S. MAIN ST., SUITE ACONYNGHAM, PA, 18219, United States
CRD 324196
Filing source
Form ADV 2074883 · Mar 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.