# Wagner Planning

Wagner Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://wagnerplanning.com
- **LinkedIn:** https://www.linkedin.com/company/wagner-planning

## Regulatory record

- **CRD number:** 318448
- **SEC file number:** 801-124939
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/318448

## About

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.

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

Canonical page: https://altss.com/profile/wagner-planning

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