AdvisorOS Directory
Claim Profile
KW

Kyle Scott Wagner

WAGNER WEALTH MANAGEMENT, CORP.·SUGARLOAF, Pennsylvania
Unclaimed Profile
662 MAIN STREET, SUITE 6, SUGARLOAF, PA 18249CRD# 5941923Firm CRD# 324196
01

About

Kyle Scott Wagner is a registered financial advisor based in SUGARLOAF, Pennsylvania, affiliated with WAGNER WEALTH MANAGEMENT, CORP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WAGNER WEALTH MANAGEMENT, CORP.
WAGNER WEALTH MANAGEMENT, CORP.
AUM
$101M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at WAGNER WEALTH MANAGEMENT, CORP. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5941923
Firm CRD# 324196
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SUGARLOAF?

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

Browse SUGARLOAF AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kyle Scott Wagner offer?
Kyle Scott Wagner specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SUGARLOAF, Pennsylvania for a consultation.
What are Kyle Scott Wagner's credentials?
Kyle Scott Wagner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kyle Scott Wagner located?
Kyle Scott Wagner is based in SUGARLOAF, Pennsylvania, working with WAGNER WEALTH MANAGEMENT, CORP.. Their office serves clients in the SUGARLOAF metropolitan area and surrounding communities.
How does Kyle Scott Wagner charge for services?
Kyle Scott 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, CORP.?
WAGNER WEALTH MANAGEMENT, CORP. has approximately 2 employees and manages $101M 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 →
Other advisors in SUGARLOAF
Allen Scott Wagner — WAGNER WEALTH MANAGEMENT, CORP.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile