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Building 2WAGNER WEALTH MANAGEMENT, CORP.

Map pinCONYNGHAM, PA
Phone570-987-6244
NotebookSEC #801-130926
Total AUM
$148.7M
Employees
5
Clients
262

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
314 S. MAIN ST., SUITE A
CONYNGHAM
PA 18219
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
570-987-6244

ReceiptFinancials

Total AUM
$148.7M
Accounts
850
Discretionary
$135.5M
Accounts
840
Non-Discretionary
$13.1M
Accounts
10

ContactClients

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Individual Clients
210
AUM
$66.4M
HNW Individual Clients
36
AUM
$66.3M
Pension/Profit Sharing Plan Clients
10
AUM
$13.1M
Charitable Organization Clients
5
AUM
$737.9K
Corporation or Business Clients
1
AUM
$2.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJPATXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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