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Family Office - Multi • Greenville, United States

Wagner Wealth Management

Wagner Wealth Management is a family office - multi based in Greenville, United States. Verified contact details, AUM data, and investment preferences on FindLPs.

$400M
Assets Under Mgmt
Family Office - Multi
Investor Type
Greenville, United States
Headquarters
About

Wagner Wealth Management

Our wealth management firm has helped successful individuals and businesses continue to manage their wealth with smart, well-thought out investment strategies. We focus on creating and benchmarking a comprehensive wealth strategy including, but not limited to, asset management, tax strategy, business financial planning, business succession planning, asset allocation, real estate, private equity, investment banking, retirement plans and insurance needs so that we can create, develop and service all your wealth management needs. We have advised clients whose aggregate net worth exceeds $1 billion in total holdings and we know what it takes to manage your wealth when the stakes are high.

Investment Focus

What Wagner Wealth Management Invests In

Investment types: Joint Venture/Partner, Private Equity

Sectors & themes: Annuities, Banking, Commercial Property Acquisition & Development, Finance, Financial Services, Fund of Funds, Insurance Services, Investment Banking & Brokerage, Legal & Tax Services, Real Estate, Real Estate Investment & Development, Residential Property Acquisition & Development

Preferred geographies: United States

Location: 3 Legacy Park Road, Suite A 29607

Contact Wagner Wealth Management

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.