Triad Advisors, an independent broker-dealer that supports advisory practices and registered investment advisory firms, today announced that Wagner Wealth Management has transitioned to the firm’s multi-custodial platform.
Wagner Wealth’s nine advisors, plus an additional soon-to-be-licensed tenth advisor, support client brokerage and fee-based advisory assets of approximately $260 million, according to the announcement.
Founded in 2007 by Dan Wagner, the firm has offices in Greenville, Anderson and Seneca, S.C., and provides comprehensive wealth management and financial planning services for mass affluent and high-net-worth clients across the country.
Wagner Wealth also works with independent business owners -- from small “mom-and-pop” operations to companies with $500 million in value.
In addition, the firm serves as a hybrid RIA for independent financial advisory practices seeking to affiliate with a larger advisor group. They provide back- and middle-office operational support, turnkey asset management capabilities and technology platforms. Wagner Wealth also offers valuation services and succession planning strategies to advisors.
Headquartered in Atlanta, Ga., Triad Advisors is a subsidiary of Ladenburg Thalmann Financial Services Inc. The company provides a comprehensive platform of products, trading and technology systems, as well as customized wealth management and practice management solutions to over 580 advisors nationwide, the majority of whom operate their own hybrid RIA firms.