WAGNER WEALTH MANAGEMENT, LLC
CRD #109937 SEC #801-60930 DENVER, CO 303-394-9600
SEC Registered
Total AUM
$453.1M
Discretionary
$453.1M
Employees
9
Clients
101
Accounts
259
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $493.6M | $493.6M | $0 | 10 | 300 |
| Aug 2016 | $453.1M | $453.1M | $0 | 9 | 300 |
| Mar 2016 | $453.1M | $453.1M | $0 | 9 | 300 |
| Mar 2015 | $447.9M | $447.9M | $0 | 9 | 200 |
| Mar 2014 | $401M | $401M | $0 | 9 | 200 |
| Dec 2013 | $361.8M | $361.8M | $0 | 10 | 210 |
| Oct 2013 | $361.8M | $361.8M | $0 | 10 | 210 |
| Apr 2013 | $361.8M | $361.8M | $0 | 10 | 210 |
| Mar 2013 | $361.8M | $361.8M | $0 | 10 | 210 |
| Jan 2013 | $304M | $304M | $0 | 10 | 200 |
| Dec 2012 | $304M | $304M | $0 | 10 | 200 |
| Sep 2012 | $304M | $304M | $0 | 6 | 200 |
| Mar 2012 | $304M | $304M | $0 | 6 | 200 |
| Dec 2011 | $275M | $275M | $0 | 6 | 101 |
| Dec 2011 | $275M | $275M | $0 | 6 | 101 |
| Jul 2011 | $233M | $233M | $0 | 10 | -- |
| May 2011 | $233M | $233M | $0 | 10 | -- |
| Mar 2011 | $233M | $233M | $0 | 10 | -- |
| Oct 2010 | $220M | $220M | $0 | 10 | -- |
| Mar 2009 | $166M | $166M | $0 | 10 | -- |
| Mar 2008 | $220M | $220M | $0 | 10 | -- |
| Feb 2007 | $195M | $195M | $0 | 10 | -- |
| Mar 2006 | $150M | $150M | $0 | 5 | -- |
| Mar 2006 | $150M | $150M | $0 | 5 | -- |
| Sep 2004 | $90M | $63M | $27M | 5 | -- |
DateMar 2017
Total AUM$493.6M
Discretionary$493.6M
Non-Disc.$0
Employees10
Clients300
DateAug 2016
Total AUM$453.1M
Discretionary$453.1M
Non-Disc.$0
Employees9
Clients300
DateMar 2016
Total AUM$453.1M
Discretionary$453.1M
Non-Disc.$0
Employees9
Clients300
DateMar 2015
Total AUM$447.9M
Discretionary$447.9M
Non-Disc.$0
Employees9
Clients200
DateMar 2014
Total AUM$401M
Discretionary$401M
Non-Disc.$0
Employees9
Clients200
DateDec 2013
Total AUM$361.8M
Discretionary$361.8M
Non-Disc.$0
Employees10
Clients210
DateOct 2013
Total AUM$361.8M
Discretionary$361.8M
Non-Disc.$0
Employees10
Clients210
DateApr 2013
Total AUM$361.8M
Discretionary$361.8M
Non-Disc.$0
Employees10
Clients210
DateMar 2013
Total AUM$361.8M
Discretionary$361.8M
Non-Disc.$0
Employees10
Clients210
DateJan 2013
Total AUM$304M
Discretionary$304M
Non-Disc.$0
Employees10
Clients200
DateDec 2012
Total AUM$304M
Discretionary$304M
Non-Disc.$0
Employees10
Clients200
DateSep 2012
Total AUM$304M
Discretionary$304M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$304M
Discretionary$304M
Non-Disc.$0
Employees6
Clients200
DateDec 2011
Total AUM$275M
Discretionary$275M
Non-Disc.$0
Employees6
Clients101
DateDec 2011
Total AUM$275M
Discretionary$275M
Non-Disc.$0
Employees6
Clients101
DateJul 2011
Total AUM$233M
Discretionary$233M
Non-Disc.$0
Employees10
Clients--
DateMay 2011
Total AUM$233M
Discretionary$233M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$233M
Discretionary$233M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$166M
Discretionary$166M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients--
DateSep 2004
Total AUM$90M
Discretionary$63M
Non-Disc.$27M
Employees5
Clients--