# Wagner Wealth Management

Wagner Wealth Management is a Multi Family Office based in Rocklin, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Rocklin, United States
- **Region:** North America
- **Address:** Sugarloaf, PA, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** wwmcorp.com
- **LinkedIn:** https://www.linkedin.com/company/wagnerwealth

## About

Wagner Wealth Management opened in 2010 as a Pennsylvania-registered investment advisor under founder Eric Wagner. Its regulatory filings confirm it advises individuals, high-net-worth individuals, corporations, and businesses, functioning as a multi-client RIA with financial planning and retirement planning services alongside investment management. The firm's investment posture is that of a generalist wealth manager rather than a sector-specialist allocator. No specific direct investments, fund commitments, or co-investments have been publicly documented. Operational details are thin in the public record. In September 2024, Wagner Wealth Management was registered with the Pennsylvania Department of State as an active business entity, confirming its ongoing operations. Its website domain, wwmcorp.com, has been maintained continuously, with archived records showing the firm's public-facing presence dates back to at least 2014. Wagner Wealth Management's structural differentiator is geographic. By anchoring in Sugarloaf rather than Philadelphia, Pittsburgh, or a national hub, the firm serves a demographic often overlooked by larger wealth managers — successful business owners and professionals in Pennsylvania's smaller cities and towns. This embedded-local model creates a moat based on proximity and trust rather than institutional scale or unique investment access.

## People

- Eric Wagner — Founder & CEO

## Questions

### Who runs Wagner Wealth Management?

Eric Wagner founded the firm and serves as its CEO. He operates the registered investment advisor from its headquarters in Sugarloaf, Pennsylvania. His professional background prior to founding the firm is not extensively documented in the public record.

### Is Wagner Wealth Management a single-family office?

No. Wagner Wealth Management is structured as a registered investment advisor serving multiple clients, not a single-family office. Its client base includes both individuals and corporate entities, positioning it as a multi-client wealth management practice rather than a dedicated family capital vehicle.

### Where does Wagner Wealth Management operate geographically?

The firm is headquartered in Sugarloaf Township, Pennsylvania, a community in Luzerne County near Hazleton. Its location in northeastern Pennsylvania's coal region places it outside the state's major financial centers, serving a regional client base rather than a national or metropolitan market.

### Does Wagner Wealth Management disclose its assets under management?

No. The firm does not publicly disclose its assets under management. As a private RIA without publicly reported regulatory AUM thresholds met, its scale remains undisclosed in available public records.

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Updated: 2026-08-11T02:43:31.692Z

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