Wagner Wealth Management, Corp.

Wagner Wealth Management, Corp. (CRD# 324196) is a financial advisory firm headquartered in Sugarloaf, PA. They manage $76,289,231 in 579 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
662 Main Street, Suite 6, Sugarloaf, PA 18249
https://www.wwmcorp.com
By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    579
    ACCOUNTS
  • Average Account Value
    $131,760
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, PA, TX

Financial Advisors at Wagner Wealth Management, Corp.
Showing 1 - 2 of 2 top financial advisors.
1
Allen Wagner, financial advisor Sugarloaf PA
Allen S. Wagner
CRD#: 1234103
662 Main Street, Suite 6, Sugarloaf, PA 18249

Allen Wagner (CRD# 1234103) is an Investment Advisor Representative working at Wagner Wealth Management, Corp. in Sugarloaf, PA and has over 30 years of experience in the finance industry.

2
Kyle Wagner, financial advisor Sugarloaf PA
Kyle S. Wagner
CRD#: 5941923
662 Main Street, Suite 6, Sugarloaf, PA 18249

Kyle Wagner (CRD# 5941923) is an Investment Advisor Representative working at Wagner Wealth Management, Corp. in Sugarloaf, PA and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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