WAGNER LOFTIN INVESTMENT SERVICES LLC

CRD 109770 · SEC 801-63145

3478 BUSKIRK AVENUE, SUITE 333, PLEASANT HILL, CA, 94523, United States

Phone

925-930-7176

Fax

925-930-6668

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$396.4M

Discretionary AUM

$395.9M

Team

7 total employees; 7 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	306	$93.4M
High net worth individuals	136	$303.1M

CA, LA, NY, WA, TX, FL

Official SEC filing: View on IAPD