Wagner Wealth Management, Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$132,739,413
Clients
246
Advisors
3
of 5 employees
About
Wagner Wealth Management, Corp. is a small RIA that manages roughly $149 million for about 246 clients, serving both individual and high‑net‑worth households as well as retirement plans and business clients. As with many supported firms, it provides discretionary portfolio management and charges asset‑based advisory fees, and financial planning is provided as part of its wealth management service.
The firm’s investment program is ETF‑focused and typically employs conservative or balanced strategies implemented through firm‑designed model portfolios in which clients generally may not impose holdings or allocation restrictions. For clients seeking higher growth exposure, Wagner may allocate a segregated portion of assets to third‑party institutional money managers; the firm conducts due diligence on those managers and reports that it bears the third‑party managers’ fees while clients continue to pay the adviser’s standard advisory fee on the total assets.
Operational and governance features that distinguish the firm include a requirement that clients custody assets with an approved custodian rather than permitting directed brokerage, a disclosed practice of compensating outside solicitors for client referrals, and an ongoing consulting arrangement with an external tax/accounting firm whose costs are borne by the adviser. The firm also discloses that certain supervised persons sell insurance products for separate commission compensation and that it does not vote client proxies.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.90% Any fixed-income only account with buy-and-hold instruments+: 0.25% annually (discounted rate)
Commission-based compensation earned separately by Kyle Wagner in his individual capacity as an independent insurance agent for insurance product sales; not part of firm's advisory fees.
Fee-only: Annual asset-based fees as per tiered schedule; no commissions for advisory services.
Main office
314 S. Main St., Suite A
Conyngham PA 18219
Advisors at this office
3
Most active in
Florida · New Jersey · Pennsylvania · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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.
Advisors at this firm
Justin W
Series 65
Conyngham, PA
Wagner Wealth Management, Corp.
Justin Warfel is a Series 65-licensed financial advisor at Wagner Wealth Management, Corp. with two years of industry experience. His prior roles include positions at Evergreen Wealth Solutions, Geisinger Medical Center, UPMC, T.R. Hoffman, and Lock Haven University. Wagner Wealth Management provides discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm’s investment approach is generally conservative to balanced, utilizing ETFs, individual equities, and model portfolios, with selective use of third-party money managers for higher-growth opportunities.
Allen W
Series 63, Series 66
Conyngham, PA
Wagner Wealth Management, Corp.
Allen Wagner is a financial advisor at Wagner Wealth Management, Corp. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors Financial Network LLC and PKS Investments. Wagner also serves as an independent insurance agent, providing insurance advice to clients. Wagner Wealth Management offers discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm employs a generally conservative to balanced investment approach, utilizing ETFs, individual equities, and model portfolios, alongside fundamental and technical analysis.
Kyle W
CFP®, Series 63, Series 66
Conyngham, PA
Wagner Wealth Management, Corp.
Kyle Wagner is a CFP® with 12 years of industry experience, currently serving as an advisor at Wagner Wealth Management, Corp. He has previously worked at Wells Fargo Advisors and PKS Investments. Wagner holds Series 63 and Series 66 licenses and is involved in an investment-related business, CRZYPCK HOLDINGS, LLC. Wagner Wealth Management provides discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm’s investment approach is generally conservative to balanced, utilizing ETFs, individual equities, and model portfolios, with selective allocation to third-party money managers for growth exposure.
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