Key facts
- WAGNER PLANNING is a other based in LAKE OSWEGO, OR.
Registered with the SEC
Form ADV · 2026-03 · CRD 318448- Regulatory AUM
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- Private fund assets
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- Private funds
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- Staff
- 5
- Registered office
- LAKE OSWEGO, OR
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as WAGNER FINANCIAL, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for WAGNER PLANNING are on record yet. Positions surface from round participations, filings, and coverage.
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