Wagner Wealth Management

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

662 Main St Ste 6, Sugarloaf, Pennsylvan...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Wagner Wealth Management

Wagner Wealth Management is a family-owned financial planning and wealth management firm headquartered in Sugarloaf, Pennsylvania. Operating as an SEC Registered Investment Advisor, the company provides investment advisory and related services to individuals, families, entrepreneurs, businesses, and content creators nationally. Its service suite includes investment planning and management, retirement and retirement income planning, estate planning strategies, business succession planning, and multigenerational wealth planning. The firm delivers value through a fiduciary model, utilizing a combination of internally-managed strategies and outside professional managers to implement customized investment portfolios based on holistic financial plans.Explore more
Popular SearchesWagner Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wagner Wealth Management

<$5M
11-50
Private
-
-
N/A
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$6.9M
11-50
Private
-
-
WM
Wanda MercadoClient Service Manager
$5M
11-50
Private
-
2012
Scott Hurwitz, President at Alliance Wealth Advisors
Scott HurwitzPresident
<$5M
1-10
Private
<$5M
2011
ND
Nikki DubeRelationship Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
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Wagner Wealth Management Tech Stack

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Frequently Asked Questions Regarding Wagner Wealth Management

What is Wagner Wealth Management's official website?
Wagner Wealth Management's official website is www.wwmcorp.com
What is Wagner Wealth Management's Revenue?
Wagner Wealth Management's revenue is <$5 Million
What is Wagner Wealth Management's SIC code?
Wagner Wealth Management's SIC: 62,628
What is Wagner Wealth Management's NAICS code?
Wagner Wealth Management's NAICS: 52,523
How many employees does Wagner Wealth Management have?
Wagner Wealth Management has 11-50 employees
What industry does Wagner Wealth Management belong to?
Wagner Wealth Management is in the industry of: Finance, Securities Trading
What is Wagner Wealth Management competition?
Wagner Wealth Management top competitors include: Dowd Financial Group, Schneider Wealth Strategies, Alliance Wealth Advisors, Wealth
What technology does Wagner Wealth Management use?
Some of the popular technologies that Wagner Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Squarespace Online Stores, Adobe Activation
What does Wagner Wealth Management do?

Wagner Wealth Management is a family-owned financial planning and wealth management firm headquartered in Sugarloaf, Pennsylvania. Operating as an SEC Registered Investment Advisor, the company provides investment advisory and related services to individuals, families, entrepreneurs, businesses, and content creators nationally. Its service suite in... cludes investment planning and management, retirement and retirement income planning, estate planning strategies, business succession planning, and multigenerational wealth planning. The firm delivers value through a fiduciary model, utilizing a combination of internally-managed strategies and outside professional managers to implement customized investment portfolios based on holistic financial plans.Read More

Is Wagner Wealth Management a public company?
Wagner Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Wagner Wealth Management

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