Wagner Wealth Management, Corp. is an SEC registered investment adviser organized as a corporation with a primary office location in Conyngham, PA. Its latest Form ADV filing, dated March 23, 2026, reports $149M in regulatory assets under management, 5 employees, and 850 accounts.
Assets Under Management
$149M
Employees
5
Offices
--
Total Clients
261
Primary office
CONYNGHAM, PA
314 S. MAIN ST., SUITE A, CONYNGHAM, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.5% of total clients.
Top client categories% of clientsClients
1
Individuals
80.5%
210
2
HNWI
13.8%
36
3
Pension Plans
3.8%
10
4
Charitable
1.9%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$149Mas of March 23, 2026
Discretionary91.2%
$136M
91% of total RAUM91.2%
Non-discretionary8.8%
$13M
9% of total RAUM8.8%
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.
Total AUM$149M
Total Accounts850
10Y AUM Change+$48M (+47.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee52:1
10Y Employee Change+3 (+150.0%)
* 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.