# Wagner Loftin Investment Services

Wagner Loftin Investment Services is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Under $100M (Altss estimate)
- **LinkedIn:** https://www.linkedin.com/company/wagner-loftin-investment-services

## Regulatory record

- **CRD number:** 109770
- **SEC file number:** 801-63145
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109770

## About

We are an independent Investment Advisory firm located in Pleasant Hill, California. We are dedicated to providing the highest quality investment advisory and financial consulting services through the development of strong personal relationships, integrity and quality service. For more than 25 years, Wagner Loftin Investment Services has been delivering objective guidance and quality service to individual investors, generations of families, business owners and corporations.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds

## People

- Wagner Loftin — Principal

## Related profiles

- [W.A. Kendall & Co.](https://altss.com/profile/wa-kendall-and-co)
- [Wakefield Asset Management](https://altss.com/profile/wakefield-asset-management-lllp)

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Last updated: 2026-07-06T01:24:28.433Z

Canonical page: https://altss.com/profile/wagner-loftin-investment-services-llc

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