LAKE OSWEGO, ORCRD 318448Latest ADV March 10, 2026
Wagner Planning is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lake Oswego, OR. Its latest Form ADV filing, dated March 10, 2026, reports $145M in regulatory assets under management, 5 employees, and 397 accounts.
Assets Under Management
$145M
Employees
5
Offices
--
Total Clients
203
Primary office
LAKE OSWEGO, OR
4260 GALEWOOD STREET, SUITE A, LAKE OSWEGO, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.0% of total clients.
Top client categories% of clientsClients
1
Individuals
66.0%
134
2
HNWI
34.0%
69
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$145Mas of March 10, 2026
Discretionary100.0%
$145M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$145M
Total Accounts397
10Y AUM Change+$145M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee41:1
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.