Unclaimed Profile

Irwin (nmn) Wagner

WAGNER WEALTH MANAGEMENT, LLC·DENVER, Colorado

Clean record27 years registeredWAGNER WEALTH MANAGEMENT, LLC

210 UNIVERSITY BOULEVARD, DENVER, CO 80206CRD# 4453890Firm CRD# 109937

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Irwin (nmn) Wagner · DENVER, CO

Registration

CRD #4453890 · WAGNER WEALTH MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WAGNER WEALTH MANAGEMENT, LLC

WAGNER WEALTH MANAGEMENT, LLC

Jan 1999 – May 2017

DENVER, CO

Registrations & Exams

Registration record

First registered · January 1, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WAGNER WEALTH MANAGEMENT, LLC

CRD 109937 · SEC 801-60930

AUM

$494M

Regulatory assets under management

Employees

303 client accounts

Services offered by WAGNER WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WAGNER WEALTH MANAGEMENT, LLC →

Introduction

Speak with Irwin

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

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

Looking for a financial advisor in DENVER?

Browse all registered financial advisors in DENVER, Colorado or claim this profile if it's yours.

Browse DENVER Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Irwin (nmn) Wagner offer?

Irwin (nmn) Wagner specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Irwin (nmn) Wagner's credentials?

Irwin (nmn) Wagner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Irwin (nmn) Wagner located?

Irwin (nmn) Wagner is based in DENVER, Colorado, last registered with WAGNER WEALTH MANAGEMENT, LLC.

How does Irwin (nmn) Wagner charge for services?

Irwin (nmn) Wagner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WAGNER WEALTH MANAGEMENT, LLC?

WAGNER WEALTH MANAGEMENT, LLC has approximately 10 employees and manages $494M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →