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Wagner Planning
WAGNER PLANNING is an SEC-registered investment adviser in LAKE OSWEGO, OR, registered since 2022. The firm manages approximately $145 million in regulatory...
Overview
WAGNER PLANNING is an SEC-registered investment adviser in LAKE OSWEGO, OR, registered since 2022. The firm manages approximately $145 million in regulatory assets. It has 5 employees and 2 investment advisers. WAGNER PLANNING was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-10, it reported 5 employees; 397 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses; client categories including High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
RIA
Frequently asked questions
How does Wagner Planning source proprietary deal flow?
There is no public information on Wagner Planning's deal-sourcing model. The firm does not appear in any known industry databases, media deal coverage, or event participation records, making its sourcing approach entirely unconfirmed.
Which sectors does Wagner Planning explicitly avoid?
Wagner Planning has not published any sector restrictions or preferences. Without a public investment thesis or disclosed holdings, no clarity on excluded sectors can be provided.
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