A complete list of active advisors currently associated with Wagner Wealth Management
Warmer can help you find a great advisor at Wagner Wealth Management or one who fits your needs even better.
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.
To learn more about the advisors currently working at Wagner Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Houston, TX
| —
|
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