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WAGNER WEALTH MANAGEMENT, CORP.

CONYNGHAM, PA · CRD 324196 · IAPD ↗ · wwmcorp.com · 570-987-6244

$148.7MRegulatory AUM
3Advisory reps
5Employees
0Clients
251-500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — WAGNER WEALTH MANAGEMENT, CORP. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2026 — WAGNER WEALTH MANAGEMENT, CORP. reported RAUM up 42% ($104.7M -> $148.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
January 2026 — WAGNER WEALTH MANAGEMENT, CORP. notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2025 — WAGNER WEALTH MANAGEMENT, CORP. now reports custody of client assets ($35.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
March 2025 — WAGNER WEALTH MANAGEMENT, CORP. moved its main office from SUGARLOAF, PA to CONYNGHAM, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
95
September 2024 — WAGNER WEALTH MANAGEMENT, CORP. (SUGARLOAF, PA) is newly SEC-registered with $100.8M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.