SourcingSourcing

WAGNER WEALTH MANAGEMENT, CORP.

C48
CRD 324196·SEC 801-130926·CONYNGHAM, PA
AUM
$148.7M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$446K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WAGNER WEALTH MANAGEMENT, CORP.
CRD
324196
SEC file #
801-130926
EIN
271952019
DBA names
—

Economics

AUM
$148.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$104.7M → $148.7M▲ +42%
Client mix
Individuals Other210
Individuals High Net Worth36
Pension Profit Sharing Plans10
Charitable Organizations5

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
2 advisors → 3 advisors▲ +50%
Primary office
CONYNGHAM PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
wwmcorp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WAGNER, ALLEN, SCOTT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
WAGNER, ALLEN, SCOTT
WAGNER, KYLE, SCOTT
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WWMCORP.COM
Rdap Domain Creation Date
2021-08-27T16:51:43Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
Squarespace Domains LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002109867
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-12
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0001172661-26-001599

Local market & wealth

Rank targets by how wealthy the local market is

Fdic Zip Total Deposits
3,608,787,000
Fdic Zip Branch Count
98
Fdic Zip Top Banks
PNC Bank, National Association
Truist Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
314 S MAIN STREET, SUITE APO BOX 1364CONYNGHAM, PA 18219
Business
314 S MAIN STREETSUITE ACONYNGHAM, PA 18219
Edgar EIN
271952019
Edgar Recent Filings
13F-HR2026-05-05 · 0001172661-26-001599
13F-HR2026-02-12 · 0001172661-26-000666
Fdic Zip Branches Raw
American Savings BankConyngham, PA
First Valley BankConyngham, PA
Fdic Zip HHI
1976.65
Fdic Zip Top Bank Share Pct
38.33
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-27T16:51:43Z
Rdap Domain Last Changed
2025-08-12T20:41:59Z
Rdap Nameservers
Dns1.p01.nsone.netDns2.p01.nsone.netDns3.p01.nsone.netDns4.p01.nsone.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1234103
Trust Company Affiliate
No

People (3)

3
WAGNER, ALLEN, SCOTT
IAR · Direct Owner · 87.5%
1234103
WAGNER, KYLE, SCOTT
IAR · Direct Owner · 17.5%
5941923
Justin Chase Warfel
IAR
7815666