Wagner Wealth Management

What Wagner Wealth Management does

Wagner Wealth Management is a private, boutique Registered Investment Advisor founded in 2007 by Dan Wagner and headquartered in Greenville, South Carolina, with two additional offices in Anderson and Seneca serving the Upstate region. The firm provides integrated wealth management services to high-net-worth individuals and business owners, organized around eight practice areas: financial planning and asset management, business consulting and succession planning, estate planning, retirement planning, charitable foundations and giving, alternative investments (including private equity, investment banking, and real estate), insurance services, and advanced tax planning. The model is a one-stop advisory practice where a small team of CFP-, CRPC-, and Series-licensed advisors coordinates with external legal, tax, and custodial partners; the firm does not custody client assets itself, instead routing securities execution through Arkadios Capital (Member FINRA/SIPC) and advisory services through Wealth Management Advisors, LLC.

The underlying technology stack is built primarily on the eMoney platform, which the firm uses to generate "Living Financial Statements" — consolidated views of client accounts, goals, and budgets. The firm is therefore a consumer of third-party financial planning technology rather than a builder of proprietary systems. Client acquisition is relationship-based: professional referrals, community involvement (sponsorships of the Red Cross Gala, Best Buddies, Rotary events, and the Greenville County Medical Society Alliance), earned media via regional publications (SCBIZ, Greenville Business Magazine, Post and Courier), and the founder's industry reputation. Pricing is not publicly disclosed; revenue is generated through advisory fees, and the firm has scaled from $260M in client assets in 2014 to more than $2.5B in client assets currently, with approximately 10 employees across the three offices.

Name

Wagner Wealth Management

Legal name

Wagner Wealth Management

Website

https://wagnerwealthmanagement.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Business Owner & Executive Financial Planning (FSAEAAAO), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Wealth management services
• Financial planning
• Asset management
• Estate planning
• Retirement planning

Headquarters

HQ city

Anderson

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management Advisory Fees: The firm provides comprehensive wealth management services including financial planning, asset management, business consulting, estate planning, retirement planning, charitable giving strategies, alternative investments, insurance services, and tax planning. Revenue is generated through advisory fees for these personalized wealth management services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Wagner Wealth Management is a boutique, independent Registered Investment Advisor that delivers comprehensive wealth management for high-net-worth individuals and business owners. Core offerings span financial planning and asset management, business consulting and succession planning, estate planning, retirement planning, charitable giving strategies, alternative investments, insurance services, and advanced tax planning, delivered through personalized advisor relationships. Securities execution is routed through Arkadios Capital (Member FINRA/SIPC) and advisory services are provided through Wealth Management Advisors, LLC.

Product overview

Wagner Wealth Management offers a unified suite of wealth management services under one advisory practice. The core offering centers on Financial Planning & Asset Management, supplemented by specialized services including Business Consulting and Succession Planning, Estate Planning, Retirement Planning, Charitable Foundations & Giving, Alternative Investments & Financial Complexities, Insurance Services, and Advanced Tax Planning. These services are designed to work together as an integrated wealth management approach for high-net-worth individuals and companies.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning & Asset Management Comprehensive evaluation of a client's current financial situation and goals, followed by creation and implementation of a tailored financial plan and ongoing asset management. Designed for high-net-worth individuals and companies.
• Business Consulting and Succession Planning Assessment of business performance with recommendations to maximize value, plus advisory on when and how to exit the business. Aimed at business owners and executives.
• Estate Planning Comprehensive estate planning coordinated with legal and accounting partners to preserve a client's legacy as part of the broader financial plan. For high-net-worth individuals and families.
• Retirement Planning Personalized assessment of current retirement readiness and tailored recommendations to attain a desired retirement lifestyle; explicitly not a one-size-fits-all approach.
• Charitable Foundations & Giving Advisory on charitable giving strategies, including forming private foundations, to maximize benefits for clients and recipient organizations.
• Alternative Investments & Financial Complexities Access to alternative investments such as private equity, investment banking, and real estate, plus advisory for complex financial situations including divorce consulting, inheritance evaluation, and managing significant capital or losses.
• Insurance Services Risk management advisory to safeguard investments while building value, integrated with the overall financial plan.
• Advanced Tax Planning Tax planning advisory with collaboration from tax experts to mitigate adverse tax events, particularly in complex situations.

Quantifiable outcome

• Advises on more than $2.5 billion in client assets
• +1 more outcomes

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature1 record

Partnerships

Three partnerships are on record, tiered core.

• Arkadios CapitalcoreChannel Partner/ Reseller/ DistributorSecurities offered through Arkadios Capital, Member FINRA/SIPC. This is the primary brokerage relationship through which the firm executes securities transactions for clients.
• Wealth Management Advisors, LLCcoreChannel Partner/ Reseller/ DistributorAdvisory services provided through Wealth Management Advisors, LLC. Arkadios Capital and Wealth Management Advisors, LLC are not affiliated through any ownership.
• eMoneycoreTechnology or IntegrationThe firm utilizes the eMoney platform to help create Living Financial Statements for clients, providing consolidated financial views, goal tracking, and budget management.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Moneta Group: Employee-owned boutique RIA serving HNW individuals and business owners with fee-only financial planning and investment management, similar boutique positioning, target segment, and integrated planning-led model.
• Cresset: Multi-family office and HNW advisory firm serving founders, business owners, and families with integrated wealth management including planning, tax, and alternative investments; directly comparable in target segment and service suite.
• Beacon Pointe Advisors: Multi-office boutique RIA serving HNW individuals, families, and institutions with comprehensive wealth planning, closely comparable in size, service breadth, and integrated offering to Wagner Wealth Management.

Broad incumbents

• Mercer Advisors: Large national RIA serving HNW individuals and families with comprehensive wealth management including tax, estate, and investment services, comparable service mix at much larger scale.
• Carson Group: National RIA platform partnering with independent advisors to deliver wealth management, financial planning, and business consulting, comparable in targeting HNW individuals and business owners across multiple service lines.
• Edelman Financial Engines: Large-scale RIA offering financial planning and investment management to individuals and workplace participants, comparable service mix at substantially larger AUM and geographic footprint than Wagner.
• Corient: National HNW-focused RIA and wealth advisory firm offering integrated financial planning, tax, and family office services to high and ultra-high-net-worth clients, comparable in target client and integrated offering.
• Mariner Wealth Advisors: Large national RIA and wealth advisory firm offering integrated financial planning, investment, tax, and estate services to HNW clients, comparable in offering breadth though meaningfully larger than Wagner.
• Steward Partners: RIA platform supporting independent advisors serving HNW individuals and families with comprehensive wealth management, comparable service model and client mix but operating at materially larger scale.
• Creative Planning: Large national RIA providing fee-only financial planning and investment management to HNW clients, competing in the same target segment but with substantially greater scale and geographic reach than Wagner.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/wagner-wealth-management-llc

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wagner Wealth Management