Advisor at Acentus Group L.L.C.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Acentus Group L.L.C.
Location
American Fork, UT 84003
Credentials
Series 63, Series 65, Series 66
Industry experience
19 years
John Wagner is a financial advisor at Acentus Group L.L.C. with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has previously worked at Dynamic Wealth Advisors, Yellowstone Partners, Llc, and Transcend Capital. Outside of advising, Wagner serves as CFO for RJM Design, a company specializing in the design, construction, and installation of trade show booths. Acentus Group provides discretionary portfolio management to high-net-worth individuals, trusts, businesses, other investment advisers, and pension or profit-sharing plans. The firm uses a proprietary investment model focused on emerging equity micro-themes, employing both long and short positions with tools such as margin, options, and ETFs, and manages both institutional and high-net-worth accounts on a discretionary basis.
Based on Acentus Group L.L.C.
1.5% annually, billed quarterly in advance
20% of profits (performance fee) after one full year, calculated quarterly
Account minimum: $1,000,000 (may be waived at discretion)
920 E State Road, Suite I
American Fork, UT 84003
Utah
Dynamic Wealth Advisors
2018 - Present (8 years)
Working Outside Business Activities
2018 - 2018 (1 year)
Yellowstone Partners, Llc
2016 - 2018 (2 years)
Transcend Capital
2009 - 2016 (7 years)
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Other specialized services
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