W
Wagner Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Wagner Wealth Management positions itself as an investment manager serving pooled vehicles and institutional or entity clients, and it offers portfolio management and financial planning services. The firm also operates impersonal subscription offerings — a weekly trading alert and a market-timing service — that are provided at no cost to advisory clients but are charged to non-clients.
Its investment process combines technical and quantitative techniques (charting, cyclical and technical analysis) with fundamental analysis and modern portfolio theory, and it may employ long- and short-term trading, margin, short sales and options strategies. WWMP generally documents client goals in an Investment Policy Statement and typically seeks discretionary trading authority to implement its strategies.
What is distinctive about the firm is its explicit emphasis on market-timing and paid subscription services, a business element that is uncommon among peer investment managers. The brochure also discloses no assets under management as of January 2026 and notes that WWMP accepts performance‑based fees for qualified clients while describing controls intended to address conflicts from side‑by‑side management.
Client services
Financial planning
Portfolio management
Market timing
Subscription services
Expertise
Options & derivatives strategies
Active portfolio management
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Executive
Fee options
$1 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
$200 to $300 per hour
0.75% annual fee plus 10.00% performance fee on capital appreciation with high water mark
$20 per month for weekly trading alert service; $50 per month for market timing service
Main office location
Wagner Wealth Management
Houston TX, United States
Number of offices
1
Most active in
Wagner Wealth Management has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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