Wagner Wealth Management, LLC

Wagner Wealth Management, LLC (CRD# 109937) is a financial advisory firm headquartered in Denver, CO. They manage $453,050,000 in 259 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    453
    MILLION
  • Total Number of Accounts
    259
    ACCOUNTS
  • Average Account Value
    $1,749,228
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, TX

Financial Advisors at Wagner Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Darrell E. Laing
CRD#: 2285715
210 University, Suite 400, Denver, CO 80206
96
Wealthminder
score

Darrell Laing (CRD# 2285715) is an Investment Advisor Representative working at Wagner Wealth Management, LLC in Denver, CO and has over 25 years of experience in the finance industry. Darrell Laing has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Bradley E. Noland
CRD#: 5106472
210 University Boulevard, Suite 400, Denver, CO 80206
96
Wealthminder
score

Bradley Noland (CRD# 5106472) is an Investment Advisor Representative working at Wagner Wealth Management, LLC in Denver, CO and has over 11 years of experience in the finance industry. Bradley Noland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Gary A. Wagner
CRD#: 4504617
210 University Boulevard, Suite 400, Denver, CO 80206
93
Wealthminder
score

Gary Wagner (CRD# 4504617) is an Investment Advisor Representative working at Wagner Wealth Management, LLC in Denver, CO and has over 14 years of experience in the finance industry.

4
Amy L. Boyd
CRD#: 2978511
210 University Blvd., Suite 400, Denver, CO 80206
90
Wealthminder
score

Amy Boyd (CRD# 2978511) is an Investment Advisor Representative working at Wagner Wealth Management, LLC in Denver, CO and has 1 year of experience in the finance industry. Amy Boyd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Collin J. Schmidt
CRD#: 6169644
210 University Boulevard, Suite 400, Denver, CO 80206
90
Wealthminder
score

Collin Schmidt (CRD# 6169644) is an Investment Advisor Representative working at Wagner Wealth Management, LLC in Denver, CO and has over 4 years of experience in the finance industry.

6
Irwin (. Wagner
CRD#: 4453890
50 South Steele Street, Suite 390, Denver, CO 80209
87
Wealthminder
score

Irwin Wagner (CRD# 4453890) is an Investment Advisor Representative working at Wagner Wealth Management, LLC in Denver, CO and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.