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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WEALTH MANAGEMENT ADVISORS, LLC

CRD 171260

GREENVILLE, SC

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:68324b82-fb9b-b1bf-963f-83f3c9789c26

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 8
On other graphs: 0
Observed: Apr 17, 2014 to Mar 16, 2026
41 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.75 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=6.0
Regulatory AUM: $686MItem 5.F on the latest filing (2026-03-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $686M
Private client RAUM: $514MderivedItem 5.D individuals plus high net worth individuals
Private client share: 75%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $137Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,268
Individual clients: 493
High net worth clients: 205
SEC number: 801-79660
CRD: 171260
Filings on the tape: 41
First filed: Apr 17, 2014
Latest filed: Mar 16, 2026
Organised: Limited Liability Company, SC
Website: wagnerwealthmanagement.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAN EDWARD WAGNER	n/a	GREENVILLE, SC \| ANDERSON, SC	12	29	2	yes
JAMES SCOTT DAVIS	Certified Financial Planner	GREENVILLE, SC	12	22	2	yes
JENNIFER LYNN OSGOOD	n/a	GREENVILLE, SC \| ANDERSON, SC	12	19	1	yes
MIRIAM Goodwin EDWARDS	n/a	GREENVILLE, SC	8	10	1	yes
Clayton Koch	n/a	GREENVILLE, SC	2	13	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DEW HOLDINGS, LLC	Member	E	yes	10/2013	May 16, 2014	Dec 6, 2024
EDWARDS, MIRIAM, Goodwin	Coo	Na	yes	09/2017	Mar 28, 2024	Dec 6, 2024
OSGOOD, JENNIFER, LYNN	President	Na	yes	03/2023	Mar 26, 2023	Dec 6, 2024
WAGNER WEALTH MANAGEMENT, LLC	MANAGING MEMBER	E	yes	05/2014	May 16, 2014	Dec 6, 2024
WAGNER, DAN, EDWARD	Member	E	yes	10/2013	May 16, 2014	Dec 6, 2024
WAGNER, DAN, EDWARD	CEO/CCO	Na	yes	10/2013	May 16, 2014	Dec 6, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Anderson	Sc	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 16, 2026	$686M	$686M	10	5	1	n/a	n/a
2024	Mar 11, 2025	$563M	$563M	8	5	1	n/a	n/a
2023	Mar 28, 2024	$465M	$465M	10	6	1	n/a	n/a
2022	Mar 26, 2023	$379M	$379M	8	6	1	n/a	n/a
2021	Mar 29, 2022	$425M	$425M	9	6	1	n/a	n/a
2020	Mar 22, 2021	$325M	$325M	10	8	2	n/a	n/a
2019	Mar 16, 2020	$404M	$257M	11	7	3	n/a	n/a
2018	Mar 11, 2019	$321M	$195M	12	7	3	n/a	n/a
2017	Mar 30, 2018	$371M	$237M	15	7	4	n/a	n/a
2016	Mar 7, 2017	$277M	$175M	10	8	n/a	n/a	n/a
2015	Mar 28, 2016	$217M	$120M	11	10	n/a	n/a	n/a
2014	Mar 13, 2015	$192M	$93.8M	11	10	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$686M	$563M	21.9%	$379M	21.8%	10	8	1	1

Relationships

Registered with (9)

← Clayton KochAdvisorregistration: current employment
Jun 4, 2024 to presentfactForm ADV
← MIRIAM Goodwin EDWARDSAdvisorregistration: current employment
Sep 27, 2017 to presentfactForm ADV
← JAMES SCOTT DAVISAdvisorregistration: current employment
May 21, 2014 to presentfactForm ADV
← JENNIFER LYNN OSGOODAdvisorregistration: current employment
May 21, 2014 to presentfactForm ADV
← DAN EDWARD WAGNERAdvisorregistration: current employment
May 20, 2014 to presentfactForm ADV
← Katie KepplerAdvisorregistration: previous registration
May 3, 2024 to Nov 25, 2024factForm ADV
← DAVID JEFFREY HERMANAdvisorregistration: previous registration
Sep 12, 2014 to Sep 6, 2024factForm ADV
← CHARLES W CREWSAdvisorregistration: previous registration
Jun 12, 2018 to Oct 6, 2022factForm ADV
← ROBERT GERALD GOGGINAdvisorregistration: previous registration
Aug 16, 2016 to Nov 6, 2018factForm ADV

Controls (5)

← WAGNER, DAN, EDWARDOwnerMEMBER, ownership code E, individual
May 16, 2014 to Dec 6, 2024factForm ADV
← OSGOOD, JENNIFER, LYNNOwnerPRESIDENT, ownership code NA, individual
Mar 26, 2023 to Dec 6, 2024factForm ADV
← EDWARDS, MIRIAM, GoodwinOwnerCOO, ownership code NA, individual
Mar 28, 2024 to Dec 6, 2024factForm ADV
← DEW HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
May 16, 2014 to Dec 6, 2024factForm ADV
← WAGNER WEALTH MANAGEMENT, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
May 16, 2014 to Dec 6, 2024factForm ADV

Dated events

Occurred
Nov 25, 2024
Advisor changed firm
Katie Keppler left Wealth Management Advisors, Llc for Titleist Asset Management, Llc (registered 2025-02-18)
Form ADVobserved 5 days ago
Occurred
Sep 6, 2024
Advisor changed firm
David Jeffrey Herman left Wealth Management Advisors, Llc for Fortress Private Ledger, Llc (registered 2024-09-05)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2024
Control person joined
Goodwin Miriam Edwards (Coo) appeared on Schedule A of Wealth Management Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Mar 26, 2023
Control person joined
Lynn Jennifer Osgood (President) appeared on Schedule A of Wealth Management Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Oct 6, 2022
Advisor changed firm
Charles W Crews left Wealth Management Advisors, Llc for Crews Financial Advisors, Llc (registered 2022-07-26)
Form ADVobserved 5 days ago
Occurred
Aug 30, 2022
Control person left
Jeffrey David Herman (Chief Compliance Officer) no longer on Schedule A of Wealth Management Advisors, Llc (listed 2022-05-10, absent 2022-08-30)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2022
Regulatory AUM changed
Wealth Management Advisors, Llc reported RAUM $425.5M, up 31% from $325.1M (2022-01-05 to 2022-03-29)
Form ADVobserved 5 days ago
$100M
Occurred
Apr 17, 2014
First Form ADV filing
Wealth Management Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:68324b82-fb9b-b1bf-963f-83f3c9789c26
First observed: Apr 17, 2014
Last observed: Mar 16, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds 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.

WEALTH MANAGEMENT ADVISORS, LLC

CRD 171260

GREENVILLE, SC

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:68324b82-fb9b-b1bf-963f-83f3c9789c26

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:55 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAN EDWARD WAGNER

n/a

GREENVILLE, SC | ANDERSON, SC

yes

JAMES SCOTT DAVIS

Certified Financial Planner

GREENVILLE, SC

yes

JENNIFER LYNN OSGOOD

n/a

GREENVILLE, SC | ANDERSON, SC

yes

MIRIAM Goodwin EDWARDS

n/a

GREENVILLE, SC

yes

Clayton Koch

n/a

GREENVILLE, SC

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DEW HOLDINGS, LLC

Member

yes

10/2013

May 16, 2014

Dec 6, 2024

EDWARDS, MIRIAM, Goodwin

Coo

yes

09/2017

Mar 28, 2024

Dec 6, 2024

OSGOOD, JENNIFER, LYNN

President

yes

03/2023

Mar 26, 2023

Dec 6, 2024

WAGNER WEALTH MANAGEMENT, LLC

MANAGING MEMBER

yes

05/2014

May 16, 2014

Dec 6, 2024

WAGNER, DAN, EDWARD

Member

yes

10/2013

May 16, 2014

Dec 6, 2024

WAGNER, DAN, EDWARD

CEO/CCO

yes

10/2013

May 16, 2014

Dec 6, 2024

City

State

Country

Employees

Also broker-dealer

Anderson

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 16, 2026

$686M

n/a

2024

Mar 11, 2025

$563M

n/a

2023

Mar 28, 2024

$465M

n/a

2022

Mar 26, 2023

$379M

n/a

2021

Mar 29, 2022

$425M

n/a

2020

Mar 22, 2021

$325M

n/a

2019

Mar 16, 2020

$404M

$257M

n/a

2018

Mar 11, 2019

$321M

$195M

n/a

2017

Mar 30, 2018

$371M

$237M

n/a

2016

Mar 7, 2017

$277M

$175M

n/a

2015

Mar 28, 2016

$217M

$120M

n/a

2014

Mar 13, 2015

$192M

$93.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$686M

$563M

21.9%

$379M

21.8%