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| Wagner Financial LLC
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|
|---|---|
| CRD # | 318448 |
| SEC # | 801-124939 |
| CIK # | |
| AUM | $144.7 M (2026-03-10) |
| Employees | 5 (40% Investors, 20% Brokers) |
| Phone | 503-342-0038 |
| Address | 4260 Galewood Street Lake Oswego, OR 97035 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 134 | 48.7 |
| (b) Individuals (high net worth individuals) | 69 | 96.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 397 | 144.7 |
| By Discretionary | ||
| Discretionary | 397 | 144.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 397 | 144.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 144.7 | |
| Total | 397 | 144.7 |
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|---|---|---|
|
Stapp Wealth Management PLLC
✚
|
WA | 0.1 |
|
GCI Financial Group Inc
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|
NJ | 0.1 |
|
BFI Wealth Solutions LLC
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|
TX | 0.1 |
|
South Cove Financial LLC
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0.1 | |
|
Concord Atlantic Inc
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|
0.1 | |
|
Winnacle Wealth LLC
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TX | 0.1 |
|
Sierra Financial Advisory Incorporated
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|
0.1 | |
|
Davis Davis and Conover Wealth Management LLC
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|
TN | 0.1 |
|
Betro Mileszko & Company LLC
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|
MA | 0.1 |
|
Ean Equity Financial Services LLC
✚
|
0.1 |