# CATHY A. WAGNER, CFP, RIA

CATHY A. WAGNER, CFP, RIA is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 141583
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141583

## About

CATHY A. WAGNER, CFP, RIA is a state-registered investment adviser in PALM HARBOR, FL. The firm employs 5 staff members and 2 investment advisers.

## Sectors

- Wealth Management
- Financial Planning

## People

- Cathy A. Wagner — Founder and Financial Advisor

## Questions

### What services does Cathy A. Wagner, CFP, RIA offer?

The firm provides financial planning, investment management, and retirement planning services. As an RIA, it offers fiduciary advice on asset allocation, tax strategies, and goal-based wealth planning.

### What is the AUM of Cathy A. Wagner, CFP, RIA?

AUM is not publicly disclosed. The firm is not required to publish AUM, and no reliable estimate is available.

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Last updated: 2026-08-14T12:30:00.000Z

Canonical page: https://altss.com/profile/cathy-a-wagner-cfp-ria

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