Taylor Wagner
Chief Compliance OfficerValued Wealth Advisors, LLCCRD 7286304
About Taylor Wagner
Taylor Wagner is listed as Chief Compliance Officer at Valued Wealth Advisors, LLC in Holladay, UT. Form ADV reports a beneficial ownership band of Under 5%. Taylor Wagner is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Valued Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Taylor Wagner work?
Taylor Wagner is listed as Chief Compliance Officer at Valued Wealth Advisors, LLC on SEC Form ADV.
How much of Valued Wealth Advisors, LLC does Taylor Wagner own?
Form ADV reports a beneficial ownership band of Under 5%.
Valued Wealth Advisors, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |
Valued Wealth Advisors, LLC
| Title | General Partner |
| Ownership | — |
| Control person | No |
| Since | 2024 |