SEC Form ADV

WAGNER LOFTIN INVESTMENT SERVICES LLC

Firm profile: Wagner Loftin Investment Services — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA

$396.4M

Assets Under Management

955

Total Clients

Employees

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Registration Details

Accession: CRD-109770
Location: PLEASANT HILL, CA
Filing Date: March 25, 2026
AUM: $396.4M
Total Clients: 955
Employees: 7
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

WAGNER LOFTIN INVESTMENT SERVICES LLC is a registered investment adviser headquartered in PLEASANT HILL, CA, managing approximately $396.4M in assets across 955 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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