|
⚲
|
| Keyboard |
| Wagner Loftin Investment Services LLC
✚
|
|
|---|---|
| CRD # | 109770 |
| SEC # | 801-63145 |
| CIK # | |
| AUM | 396.4 M (2026-03-25) |
| Employees | 7 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 925-930-7176 |
| Address | 3478 Buskirk Avenue Pleasant Hill, CA 94523 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 306 | 93.4 |
| (b) Individuals (high net worth individuals) | 136 | 303.1 |
| (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 | 955 | 396.4 |
| By Discretionary | ||
| Discretionary | 953 | 395.9 |
| Non-Discretionary | 2 | 0.6 |
| Total | 955 | 396.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 396.4 | |
| Total | 955 | 396.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Midwest Heritage Bank FSB
✚
|
IA | 398.7 M |
|
Lester Financial Group LLC
✚
|
IL | 398.6 M |
|
Luminvest Wealth Management LLC
✚
|
AZ | 398.0 M |
|
Red Wave Investments LLC
✚
|
PA | 397.7 M |
|
FC Advisory LLC
✚
|
PA | 397.3 M |
|
Sara-Bay Financial Corp
✚
|
FL | 396.8 M |
|
Family Wealth Advisory Group LLC
✚
|
OH | 396.2 M |
|
Portfolio LLC
✚
|
NM | 395.5 M |
|
Reframe Wealth LLC
✚
|
VA | 394.8 M |
|
Signet Investment Advisory Group Inc
✚
|
RI | 394.1 M |