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| Happy Holidays!! thanks for using AUM13F!! |
| Wagner Loftin Investment Services LLC
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| CRD # | 109770 |
| SEC # | 801-63145 |
| CIK # | |
| AUM | $478.5 M (2025-04-01) |
| Employees | 7 (100% Investors, 100% Brokers) |
| Phone | 925-930-7176 |
| Address | 3478 Buskirk Avenue Pleasant Hill, CA 94523 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 321 | 101.7 |
| (b) Individuals (high net worth individuals) | 139 | 376.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,031 | 478.5 |
| By Discretionary | ||
| Discretionary | 1,029 | 478.0 |
| Non-Discretionary | 2 | 0.5 |
| Total | 1,031 | 478.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 478.5 | |
| Total | 1,031 | 478.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Planning Directions Inc
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|
PA | 0.5 |
|
TTP Investments Inc
✚
|
CA | 0.5 |
|
Financial Connections Group Inc
✚
|
CA | 0.5 |
|
Steginsky Capital LLC
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|
0.5 | |
|
Life Line Wealth Management LLC
✚
|
CA | 0.5 |
|
Libra Wealth LLC
✚
|
CA | 0.5 |
|
McLaughlin Ryder Investments Inc
✚
|
VA | 0.5 |
|
Frederick Financial Consultants LLC
✚
|
MD | 0.5 |
|
Walter C Flower & Co Inc
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|
0.5 | |
|
Wellington Shields & Co LLC
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|
NY | 0.5 |