Falists
← Back to search

WAGNER PLANNING

WAGNER FINANCIAL, LLC

CRD 318448 · SEC 801-124939

Visit website

4260 GALEWOOD STREET, SUITE A, LAKE OSWEGO, OR, 97035, United States

Phone

503-342-0038

Fax

503-210-0311

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$144.7M

Discretionary AUM

$144.7M

Team

5 total employees; 2 advisory reps; 3 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals134$48.7M
High net worth individuals69$96.0M

States served

AZ, OR, WA

All web addresses on file

Official SEC filing: View on IAPD