WAGNER FINANCIAL, LLC
Legal name: WAGNER PLANNING
CRD #318448 SEC #801-124939 LAKE OSWEGO, OR 503-342-0038
SEC Registered
Total AUM
$127.9M
Discretionary
$127.9M
Employees
4
Clients
10
Accounts
391
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $127.9M | $127.9M | $0 | 4 | 2 |
| Jan 2025 | $127.9M | $127.9M | $0 | 4 | 2 |
| Mar 2024 | $114.5M | $114.5M | $0 | 5 | 1 |
| Mar 2023 | $95.2M | $95.2M | $0 | 5 | 0 |
| Aug 2022 | $108.6M | $108.6M | $0 | 5 | 0 |
| Apr 2022 | $0 | $0 | $0 | 5 | 0 |
DateJan 2025
Total AUM$127.9M
Discretionary$127.9M
Non-Disc.$0
Employees4
Clients2
DateJan 2025
Total AUM$127.9M
Discretionary$127.9M
Non-Disc.$0
Employees4
Clients2
DateMar 2024
Total AUM$114.5M
Discretionary$114.5M
Non-Disc.$0
Employees5
Clients1
DateMar 2023
Total AUM$95.2M
Discretionary$95.2M
Non-Disc.$0
Employees5
Clients0
DateAug 2022
Total AUM$108.6M
Discretionary$108.6M
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0