WAGNER WEALTH MANAGEMENT, CORP.

CRD 324196File 801-130926

APPROVED

Retail clients

Custody

Filing as of Mar 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$148.7M

Bottom 25% of cohort (national)

Discretionary AUM

$135.5M

Non-discretionary $13.1M

Clients

261

850 accounts

Employees

Bottom 25% of cohort in PA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Aug 16, 2024
Principal office: 314 S. MAIN ST., SUITE A, CONYNGHAM, PA, 18219
Phone: 570-987-6244
Website: https://www.wwmcorp.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $148.7M
Discretionary AUM: $135.5M
Non-discretionary AUM: $13.1M
Discretionary accounts: 840
Non-discretionary accounts: 10
Total accounts: 850
AUM per client: $570K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.1M
Charitable organizations	5	$738K
High net worth individuals	36	$66.3M
Pension and profit sharing plans	10	$13.1M
Individuals (other than high net worth individuals)	210	$66.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.