Group advising on $470 million switches from Triad to Arkadios
Wagner Wealth Management, based in Greenville, South Carolina, has seven reps.
Wagner Wealth Management, a hybrid advising on $470 million that’s based in Greenville, South Carolina, has changed its affiliation from Triad Advisors to Arkadios Capital, an Atlanta-based broker-dealer and registered investment adviser that specializes in hybrid financial advisers.
Wagner Wealth Management was founded by Dan Wagner Sr. It has three offices in South Carolina and seven registered advisers.
[More: Indies managing $245 million switch to Arkadios from Triad]
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