Wagner Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
Wagner Wealth Management positions itself as an investment manager serving pooled vehicles and institutional or entity clients, and it offers portfolio management and financial planning services. The firm also operates impersonal subscription offerings — a weekly trading alert and a market-timing service — that are provided at no cost to advisory clients but are charged to non-clients.
Its investment process combines technical and quantitative techniques (charting, cyclical and technical analysis) with fundamental analysis and modern portfolio theory, and it may employ long- and short-term trading, margin, short sales and options strategies. WWMP generally documents client goals in an Investment Policy Statement and typically seeks discretionary trading authority to implement its strategies.
What is distinctive about the firm is its explicit emphasis on market-timing and paid subscription services, a business element that is uncommon among peer investment managers. The brochure also discloses no assets under management as of January 2026 and notes that WWMP accepts performance‑based fees for qualified clients while describing controls intended to address conflicts from side‑by‑side management.
Client services
Expertise
Occupation focus
Fee options
$1 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
$200 to $300 per hour
0.75% annual fee plus 10.00% performance fee on capital appreciation with high water mark
$20 per month for weekly trading alert service; $50 per month for market timing service
Main office location
Wagner Wealth Management
Houston TX, United States
Number of offices
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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