Molly
Wagner
Wrapmanager Inc
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About this Advisor
Molly Wagner is a financial advisor working out of Mill Valley, California with 1 year of relevant experience. Wagner is on the advisory team at Wrapmanager Inc. Throughout their career, they have worked at Nwam, LLC, Bristlecone Advisors, Forbes Travel Guide, Nanny and Wrapmanager, Inc. Wagner holds a Series 65 license, certifying them as an investment advisor representative, and can serve investors in California. Wrapmanager Inc is a financial advisory business based in Mill Valley, CA. It administers $340 million in assets across its 712 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 712 accounts, just 7% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice usually depend on the type of financial services. However, fees charged by Wrapmanager Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wrapmanager Inc Brokerage Details
$340,089,007
8
712
$477,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Molly Wagner Work History
Molly has been registered as a financial advisor for 1 years.*
Wrapmanager, Inc
Nwam, LLC
Bristlecone Advisors
Nanny
Forbes Travel Guide
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Molly Wagner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wrapmanager Inc
Mill Valley, CA
Mill Valley, CA
Mill Valley, CA
Mill Valley, CA
Mill Valley, CA
Mill Valley, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
