PLEASANT HILL, CACRD 109770Latest ADV March 25, 2026
Wagner Loftin Investment Services LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pleasant Hill, CA. Its latest Form ADV filing, dated March 25, 2026, reports $396M in regulatory assets under management, 7 employees, and 955 accounts.
Assets Under Management
$396M
Employees
7
Offices
--
Total Clients
442
Primary office
PLEASANT HILL, CA
3478 BUSKIRK AVENUE, SUITE 333, PLEASANT HILL, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.2% of total clients.
Top client categories% of clientsClients
1
Individuals
69.2%
306
2
HNWI
30.8%
136
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$396Mas of March 25, 2026
Discretionary99.9%
$396M
100% of total RAUM99.9%
Non-discretionary0.1%
$559K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$396M
Total Accounts955
10Y AUM Change+$263M (+196.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee63:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.