Wagner Wealth Management

Finance · South Carolina, United States · 1-10 Employees

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Overview

Headquarters

3 Legacy Park Rd Ste A, Greenville, Sout...

Phone Number

(864) 236-4706

Revenue

$14.2 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
1
1
1
2

About Wagner Wealth Management

Wagner Wealth Management specializes in financial planning and asset management, addressing clients' complex financial needs through a boutique approach that involves multiple advisors. Their services include building personalized financial plans, growing wealth through strong client relationships, and preserving wealth for future generations. The firm focuses on understanding personal and professional goals, market conditions, and maintaining a vigilant assessment of portfolios to ensure clients are on track to meet their financial objectives. With a commitment to the community, Wagner Wealth Management aims to add significant value to every client relationship.Explore more
Wagner Wealth Management's Social MediaPopular SearchesWagner Wealth Management LLCWagner Wealth ManagementWagner Wealth Management Group LLCDeborah L WagnerWww WagnerwealthmanagementSIC Code 62,628NAICS Code 52,523Show more

Wagner Wealth Management Org Chart

DW
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Founder & Chief Executive Officer

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JO
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wagner Wealth Management

$14.2M
1-10
Private
-
2003
DW
Dan WagnerFounder & CEO
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wagner Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wagner Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wagner Wealth Management.

Wagner Wealth Management Tech Stack

A closer look at the technologies used by Wagner Wealth Management

Wagner Wealth Management News & Media

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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.wagnerwealthmanagement.com
What is Wagner Wealth Management's Revenue?
Wagner Wealth Management's revenue is $14.2 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 1-10 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: Waterford Advisors, Bay Harbor Wealth Management, Stockade Wealth Management, Poulos Advisors
What technology does Wagner Wealth Management use?
Some of the popular technologies that Wagner Wealth Management uses are: goo.gl, WordPress.org, PHP, Google Universal Analytics
How do I contact Wagner Wealth Management?
Wagner Wealth Management contact info: Phone number: (864) 236-4706 Website: www.wagnerwealthmanagement.com
What does Wagner Wealth Management do?

Wagner Wealth Management specializes in financial planning and asset management, addressing clients' complex financial needs through a boutique approach that involves multiple advisors. Their services include building personalized financial plans, growing wealth through strong client relationships, and preserving wealth for future generations. The... firm focuses on understanding personal and professional goals, market conditions, and maintaining a vigilant assessment of portfolios to ensure clients are on track to meet their financial objectives. With a commitment to the community, Wagner Wealth Management aims to add significant value to every client relationship.Read More

What are Wagner Wealth Management social media links?
Wagner Wealth Management Linkedin page Wagner Wealth Management Twitter page Wagner Wealth Management Facebook page
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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