WAGNER LOFTIN INVESTMENT SERVICES LLC
CRD #109770 SEC #801-63145 PLEASANT HILL, CA 925-930-7176
SEC Registered
Total AUM
$478.5M
Discretionary
$478M
Employees
7
Clients
0
Accounts
1,031
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $478.5M | $478M | $480.2K | 7 | 0 |
| Mar 2025 | $478.5M | $478M | $480.2K | 7 | 0 |
| Jan 2025 | $419M | $418.6M | $468.1K | 7 | 0 |
| Mar 2024 | $419M | $418.6M | $468.1K | 7 | 451 |
| Oct 2023 | $347.1M | $346.7M | $394.7K | 7 | 444 |
| Mar 2023 | $347.1M | $346.7M | $394.7K | 7 | 444 |
| Jul 2022 | $402.1M | $399.9M | $2.2M | 7 | 431 |
| Jul 2022 | $402.1M | $399.9M | $2.2M | 7 | 431 |
| Mar 2022 | $402.1M | $399.9M | $2.2M | 7 | 431 |
| Mar 2022 | $402.1M | $399.9M | $2.2M | 7 | 431 |
| Mar 2021 | $321.2M | $309.5M | $11.7M | 7 | 389 |
| Jun 2020 | $248.9M | $234.4M | $14.5M | 7 | 373 |
| Mar 2020 | $248.9M | $234.4M | $14.5M | 7 | 373 |
| Mar 2019 | $210.1M | $194.5M | $15.6M | 7 | 366 |
| Mar 2018 | $195M | $175M | $19.9M | 7 | 335 |
| Mar 2017 | $133.5M | $119.4M | $14.2M | 7 | 300 |
| Mar 2016 | $120.5M | $107.1M | $13.5M | 7 | 300 |
| Mar 2015 | $133.1M | $116.3M | $16.8M | 6 | 300 |
| Mar 2014 | $121.8M | $104.7M | $17.1M | 5 | 300 |
| Mar 2013 | $107.5M | $87.5M | $20M | 5 | 300 |
| Jul 2012 | $105M | $88.8M | $16.2M | 1 | 300 |
| Mar 2012 | $105M | $88.8M | $16.2M | 1 | 300 |
| Mar 2011 | $97M | $75.8M | $21.2M | 5 | -- |
| Feb 2009 | $73.7M | $46.4M | $27.3M | 5 | -- |
| Mar 2008 | $128.6M | $80.5M | $48.2M | 5 | -- |
| Oct 2007 | $82.3M | $27.1M | $55.2M | 5 | -- |
| Mar 2007 | $82.3M | $27.1M | $55.2M | 5 | -- |
| Mar 2006 | $64.8M | $8.7M | $56.1M | 5 | -- |
| Sep 2005 | $27M | $3M | $24M | 5 | -- |
| May 2004 | $27M | $3M | $24M | 5 | -- |
| May 2004 | $27M | $3M | $24M | 5 | -- |
DateApr 2025
Total AUM$478.5M
Discretionary$478M
Non-Disc.$480.2K
Employees7
Clients0
DateMar 2025
Total AUM$478.5M
Discretionary$478M
Non-Disc.$480.2K
Employees7
Clients0
DateJan 2025
Total AUM$419M
Discretionary$418.6M
Non-Disc.$468.1K
Employees7
Clients0
DateMar 2024
Total AUM$419M
Discretionary$418.6M
Non-Disc.$468.1K
Employees7
Clients451
DateOct 2023
Total AUM$347.1M
Discretionary$346.7M
Non-Disc.$394.7K
Employees7
Clients444
DateMar 2023
Total AUM$347.1M
Discretionary$346.7M
Non-Disc.$394.7K
Employees7
Clients444
DateJul 2022
Total AUM$402.1M
Discretionary$399.9M
Non-Disc.$2.2M
Employees7
Clients431
DateJul 2022
Total AUM$402.1M
Discretionary$399.9M
Non-Disc.$2.2M
Employees7
Clients431
DateMar 2022
Total AUM$402.1M
Discretionary$399.9M
Non-Disc.$2.2M
Employees7
Clients431
DateMar 2022
Total AUM$402.1M
Discretionary$399.9M
Non-Disc.$2.2M
Employees7
Clients431
DateMar 2021
Total AUM$321.2M
Discretionary$309.5M
Non-Disc.$11.7M
Employees7
Clients389
DateJun 2020
Total AUM$248.9M
Discretionary$234.4M
Non-Disc.$14.5M
Employees7
Clients373
DateMar 2020
Total AUM$248.9M
Discretionary$234.4M
Non-Disc.$14.5M
Employees7
Clients373
DateMar 2019
Total AUM$210.1M
Discretionary$194.5M
Non-Disc.$15.6M
Employees7
Clients366
DateMar 2018
Total AUM$195M
Discretionary$175M
Non-Disc.$19.9M
Employees7
Clients335
DateMar 2017
Total AUM$133.5M
Discretionary$119.4M
Non-Disc.$14.2M
Employees7
Clients300
DateMar 2016
Total AUM$120.5M
Discretionary$107.1M
Non-Disc.$13.5M
Employees7
Clients300
DateMar 2015
Total AUM$133.1M
Discretionary$116.3M
Non-Disc.$16.8M
Employees6
Clients300
DateMar 2014
Total AUM$121.8M
Discretionary$104.7M
Non-Disc.$17.1M
Employees5
Clients300
DateMar 2013
Total AUM$107.5M
Discretionary$87.5M
Non-Disc.$20M
Employees5
Clients300
DateJul 2012
Total AUM$105M
Discretionary$88.8M
Non-Disc.$16.2M
Employees1
Clients300
DateMar 2012
Total AUM$105M
Discretionary$88.8M
Non-Disc.$16.2M
Employees1
Clients300
DateMar 2011
Total AUM$97M
Discretionary$75.8M
Non-Disc.$21.2M
Employees5
Clients--
DateFeb 2009
Total AUM$73.7M
Discretionary$46.4M
Non-Disc.$27.3M
Employees5
Clients--
DateMar 2008
Total AUM$128.6M
Discretionary$80.5M
Non-Disc.$48.2M
Employees5
Clients--
DateOct 2007
Total AUM$82.3M
Discretionary$27.1M
Non-Disc.$55.2M
Employees5
Clients--
DateMar 2007
Total AUM$82.3M
Discretionary$27.1M
Non-Disc.$55.2M
Employees5
Clients--
DateMar 2006
Total AUM$64.8M
Discretionary$8.7M
Non-Disc.$56.1M
Employees5
Clients--
DateSep 2005
Total AUM$27M
Discretionary$3M
Non-Disc.$24M
Employees5
Clients--
DateMay 2004
Total AUM$27M
Discretionary$3M
Non-Disc.$24M
Employees5
Clients--
DateMay 2004
Total AUM$27M
Discretionary$3M
Non-Disc.$24M
Employees5
Clients--