Claim Profile
Unclaimed Profile
JW

James Peter Wagner

WING VENTURE MANAGEMENT, L.L.C.·PALO ALTO, California
WING VENTURE MANAGEMENT, L.L.C.
480 LYTTON AVENUE, PALO ALTO, CA 94301CRD# 6240647Firm CRD# 168461

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Peter Wagner · PALO ALTO, CA
Registration
CRD #6240647 · WING VENTURE MANAGEMENT, L.L.C.
Brand Profile
Not yet started
Disclosure history
Disclosure history pending
01

About

James Peter Wagner is a registered financial advisor based in PALO ALTO, California, affiliated with WING VENTURE MANAGEMENT, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
WING VENTURE MANAGEMENT, L.L.C.
WING VENTURE PARTNERS
AUM
Regulatory assets under management
Employees
Total firm employees
04

Background

Compensation

Compensation details will be added during enrichment.

Regulatory
SEC/IARD CRD# 6240647
Firm CRD# 168461
View on FINRA BrokerCheck →

Looking for a financial advisor in PALO ALTO?

Browse all registered financial advisors in PALO ALTO, California or claim this profile if it's yours.

05

Frequently Asked Questions

What services does James Peter Wagner offer?
James Peter Wagner is a registered financial advisor in PALO ALTO, California. Contact their office for details on services offered.
What are James Peter Wagner's credentials?
James Peter Wagner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Peter Wagner located?
James Peter Wagner is based in PALO ALTO, California, working with WING VENTURE MANAGEMENT, L.L.C.. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.
How large is WING VENTURE MANAGEMENT, L.L.C.?
WING VENTURE MANAGEMENT, L.L.C. is a registered investment adviser with the SEC. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WING VENTURE MANAGEMENT, L.L.C.