Wagner Wealth Management, Corp.
SEC RegisteredHelping clients manage risk in an ever-changing world.
About the firm
Wagner Wealth Management is a family-owned financial planning and wealth management firm based in Sugarloaf, PA. The firm focuses on the individualized needs of local families, entrepreneurs, and family-owned businesses, operating as fiduciaries dedicated to putting clients' interests first.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Planning and Management, Retirement Planning & Retirement Income Planning, Estate Planning Strategies, Business Succession Planning, and Multigenerational Wealth Planning.
Who they serve
Individuals, families, entrepreneurs, businesses, and content creators, with a focus on local families and family-owned businesses.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 210 | $66M |
| High Net Worth Individuals | 36 | $66M |
| Charitable Organizations | 10 | $13M |
| State/Municipal Entities | 5 | — |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.25% |
| $1,000,001 to $5,000,000 | 1.00% |
| Greater than $5,000,000 | 0.90% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Wagner Wealth Management, Corp. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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