Wagner Wealth Management, Corp.
● SEC registered since 2024CRD 324196SEC# 801-130926Conyngham, PA
Reg. AUM
$148.7M
Employees
5
Accounts
850
Location
Conyngham, PA
Wagner Wealth Management, Corp. assets under management
Wagner Wealth Management, Corp. is an SEC-registered investment adviser based in Conyngham, PA. The firm has been registered since 2024. It reports $148.7 million in regulatory assets under management and employs 5 people.
Wagner Wealth Management, Corp. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allen Scott Wagner Control | President | Over 75% | 2010 |
| Kyle Scott Wagner | Chief Compliance Officer | 10-25% | 2024 |
Frequently asked questions
How much does Wagner Wealth Management, Corp. manage?
Wagner Wealth Management, Corp. reports $148.7 million in regulatory assets under management on its Form ADV.
How many employees does Wagner Wealth Management, Corp. have?
Wagner Wealth Management, Corp. reports 5 employees.
Where is Wagner Wealth Management, Corp. located?
Wagner Wealth Management, Corp. is based in Conyngham, PA and has been SEC-registered since 2024.
Does Wagner Wealth Management, Corp. disclose fund performance?
Wagner Wealth Management, Corp. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 314 S. Main St., Suite a, Conyngham, PA 18219 |
| Phone | 570-987-6244 |
| Fax | 570-987-6246 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$148.7M▲ 42%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$148.7Mregulatory AUM
Discretionary $135.5MNon-discretionary $13.1M