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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 30, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GOODRUM, JULIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOODRUM, JULIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOODRUM, JULIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOODRUM, JULIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOODRUM, JULIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOODRUM, JULIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOODRUM, JULIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOODRUM, JULIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOODRUM, JULIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOODRUM, JULIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOODRUM, JULIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEWIS, DEAN, AUSTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEWIS, DEAN, AUSTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEWIS, DEAN, AUSTIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| WAGNER, GARY, ANDREW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WAGNER, GARY, ANDREW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WAGNER, GARY, ANDREW | I | MEMBER | E | Control |
| WAGNER, GARY, ANDREW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WAGNER, GARY, ANDREW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WAGNER, GARY, ANDREW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WAGNER, GARY, ANDREW | I | MEMBER | E | Control |
| WAGNER, GARY, ANDREW | I | MEMBER, PRINCIPAL | E | Control |
| WAGNER, GARY, ANDREW | I | MEMBER, PRINCIPAL | E | Control |
| WAGNER, GARY, ANDREW | I | MEMBER, PRINCIPAL | E | Control |
| WAGNER, GARY, ANDREW | I | MEMBER, PRINCIPAL | E | Control |
| WAGNER, GARY, ANDREW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WAGNER, GARY, ANDREW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WAGNER, GARY, ANDREW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WAGNER, GARY, ANDREW | I | MEMBER, PRINCIPAL | E | Control |
| WAGNER, GARY, ANDREW | I | MEMBER, PRINCIPAL | E | Control |
| WAGNER, GARY, ANDREW | I | MEMBER, PRINCIPAL | E | Control |
| WAGNER, GARY, ANDREW | I | MEMBER, PRINCIPAL | E | Control |
| WAGNER, GARY, ANDREW | I | MEMBER, PRINCIPAL | E | Control |
| WAGNER, GARY, ANDREW | I | MEMBER, PRINCIPAL | E | Control |
| WAGNER, GARY, ANDREW | I | MEMBER, PRINCIPAL | E | Control |
| WAGNER, GARY, ANDREW | I | MEMBER/CCO | D | Control |
| WAGNER, GARY, ANDREW | I | MEMBER | D | Control |
| WAGNER, GARY, ANDREW | I | MEMBER/CCO | D | Control |
| WAGNER, GARY, ANDREW | I | MEMBER | D | Control |
| WAGNER, GARY, ANDREW | I | MEMBER | D | Control |
| WAGNER, GARY, ANDREW | I | MEMBER, PRINCIPAL | D | Control |
| WAGNER, GARY, ANDREW | I | MEMBER, PRINCIPAL | D | Control |
| WAGNER, IRWIN, (NMN) | I | MEMBER | D | Control |
| WAGNER, IRWIN, (NMN) | I | MEMBER | C | Control |
| WAGNER, IRWIN, (NMN) | I | MEMBER | C | Control |
| WAGNER, IRWIN, (NMN) | I | MEMBER | C | Control |
| WAGNER, IRWIN, (NMN) | I | MEMBER | C | Control |
| WAGNER, IRWIN, (NMN) | I | MEMBER | C | Control |
| WAGNER, IRWIN, (NMN) | I | CHIEF COMPLIANCE OFFICER | C | Control |
| NOLAND, BRADLEY, EDWARD | I | MEMBER, PRINCIPAL | B | |
| NOLAND, BRADLEY, EDWARD | I | MEMBER, PRINCIPAL | B | |
| NOLAND, BRADLEY, EDWARD | I | MEMBER, PRINCIPAL | B | |
| NOLAND, BRADLEY, EDWARD | I | MEMBER, PRINCIPAL | B | |
| NOLAND, BRADLEY, EDWARD | I | MEMBER, PRINCIPAL | B | |
| NOLAND, BRADLEY, EDWARD | I | MEMBER, PRINCIPAL | B | |
| NOLAND, BRADLEY, EDWARD | I | MEMBER, PRINCIPAL | B | |
| NOLAND, BRADLEY, EDWARD | I | MEMBER, PRINCIPAL | B | Control |
| NOLAND, BRADLEY, EDWARD | I | MEMBER, PRINCIPAL | B | Control |
| WAGNER, IRWIN, (NMN) | I | MEMBER | B | |
| WAGNER, IRWIN, (NMN) | I | MEMBER | B | |
| WAGNER, IRWIN, (NMN) | I | MEMBER | B | |
| WAGNER, IRWIN, (NMN) | I | MEMBER | B | |
| WAGNER, IRWIN, (NMN) | I | MEMBER | B | |
| WAGNER, IRWIN, (NMN) | I | MEMBER, PRINCIPAL | B | |
| WAGNER, IRWIN, (NMN) | I | MEMBER, PRINCIPAL | B | |
| WAGNER, IRWIN, (NMN) | I | MEMBER | B | |
| WAGNER, IRWIN, (NMN) | I | MEMBER | B | |
| WAGNER, IRWIN, (NMN) | I | MEMBER | B | |
| WAGNER, IRWIN, (NMN) | I | MEMBER, PRINCIPAL | B | |
| WAGNER, IRWIN, (NMN) | I | MEMBER, PRINCIPAL | B | |
| BOYD, AMY, LEA | I | PRINCIPAL, ADVISOR | A | |
| BOYD, AMY, LEA | I | PRINCIPAL, ADVISOR | A | |
| GOODRUM, JULIE, ANN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | A | |
| GOODRUM, JULIE, ANN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | A | |
| LAING, DARRELL, EUGENE | I | PRINCIPAL, ADVISOR | A | |
| LAING, DARRELL, EUGENE | I | PRINCIPAL, ADVISOR | A | |
| NOLAND, BRADLEY, EDWARD | I | MEMBER | A | |
| NOLAND, BRADLEY, EDWARD | I | MEMBER | A | |
| NOLAND, BRADLEY, EDWARD | I | MEMBER | A | |
| NOLAND, BRADLEY, EDWARD | I | MEMBER | A | |
| NOLAND, BRADLEY, EDWARD | I | MEMBER | A | |
| NOLAND, BRADLEY, EDWARD | I | MEMBER, PRINCIPAL | A | |
| NOLAND, BRADLEY, EDWARD | I | MEMBER, PRINCIPAL | A | |
| NOLAND, BRADLEY, EDWARD | I | MEMBER | A | |
| NOLAND, BRADLEY, EDWARD | I | MEMBER | A | |
| NOLAND, BRADLEY, EDWARD | I | MEMBER | A | |
| NOLAND, BRADLEY, EDWARD | I | MEMBER, PRINCIPAL | A | |
| NOLAND, BRADLEY, EDWARD | I | MEMBER, PRINCIPAL | A | |
| SCHMIDT, COLLIN, JAMES | I | PRINCIPAL, ADVISOR | A | |
| SCHMIDT, COLLIN, JAMES | I | PRINCIPAL, ADVISOR | A |
Registrations
Federal
IA
Aug 30, 2016 REGISTERED
Notice Filings (9)
AZ CA CO CT DE NH NM NV TX
Address
210 UNIVERSITY BOULEVARDSUITE 400
DENVER, CO 80206
United States
Phone: 303-394-9600