Universe · entity

WAGNER LOFTIN INVESTMENT SERVICES LLC

RIA / family office (Form ADV) · CRD 109770
Form ADV profile

AUM: $396M

Location: PLEASANT HILL, CA

Disclosure: fee_only

Full ADV on IAPD ↗

Source: iapd_form_adv · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.