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RIA / WealthAdvisor29 years in industry

MICHAEL REIGLE WAGNER

Advisor at TOLLESON PRIVATE WEALTH MANAGEMENT

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3c0ec992-a011-42d0-affa-6b573ce9d405

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: May 21, 2004 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Michael Reigle Wagner

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TOLLESON PRIVATE WEALTH MANAGEMENT
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 18, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Feb 18, 1997
First registration: May 21, 2004
Dual registered: no
Other names: WAGS WAGNER|MICHAEL R WAGNER|MICHAEL WAGNER
IAPD individual key: 1459904

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TOLLESON PRIVATE WEALTH MANAGEMENT	Mixed wealth	May 30, 2025	n/a	yes	DALLAS, TX	Current employment
TOLLESON PRIVATE WEALTH MANAGEMENT	Mixed wealth	Jul 21, 2017	Apr 22, 2025	no	DALLAS, TX	Previous registration
MAI CAPITAL MANAGEMENT, LLC	Independent wealth	Jun 30, 2009	Apr 20, 2016	no	CLEVELAND, OH	Previous registration
LAKEPOINT INVESTMENT PARTNERS LLC	n/a	May 21, 2004	Oct 21, 2008	no	CLEVELAND, OH\|CLEVELAND, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MAI CAPITAL MANAGEMENT, LLC	TOLLESON PRIVATE WEALTH MANAGEMENT	Apr 20, 2016	Jul 21, 2017	457	Firm change after gap	Other
LAKEPOINT INVESTMENT PARTNERS LLC	MAI CAPITAL MANAGEMENT, LLC	Oct 21, 2008	Jun 30, 2009	252	Firm change	Other

Relationships

Registered with (3)

→ TOLLESON PRIVATE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 21, 2017 to Apr 22, 2025factForm ADV
→ MAI CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 30, 2009 to Apr 20, 2016factForm ADV
→ LAKEPOINT INVESTMENT PARTNERS LLCRegistered adviserregistration: previous registration
May 21, 2004 to Oct 21, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3c0ec992-a011-42d0-affa-6b573ce9d405
First observed: May 21, 2004
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MICHAEL REIGLE WAGNER

Advisor at TOLLESON PRIVATE WEALTH MANAGEMENT

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3c0ec992-a011-42d0-affa-6b573ce9d405

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:43 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

TOLLESON PRIVATE WEALTH MANAGEMENT

Mixed wealth

May 30, 2025

n/a

yes

DALLAS, TX

Current employment

TOLLESON PRIVATE WEALTH MANAGEMENT

Mixed wealth

Jul 21, 2017

Apr 22, 2025

DALLAS, TX

Previous registration

MAI CAPITAL MANAGEMENT, LLC

Independent wealth

Jun 30, 2009

Apr 20, 2016

CLEVELAND, OH

Previous registration

LAKEPOINT INVESTMENT PARTNERS LLC

n/a

May 21, 2004

Oct 21, 2008

CLEVELAND, OH|CLEVELAND, OH

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MAI CAPITAL MANAGEMENT, LLC

TOLLESON PRIVATE WEALTH MANAGEMENT

Apr 20, 2016

Jul 21, 2017

457

Firm change after gap

Other

LAKEPOINT INVESTMENT PARTNERS LLC

MAI CAPITAL MANAGEMENT, LLC

Oct 21, 2008

Jun 30, 2009

252

Firm change

Other