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Michael Reigle Wagner

Tolleson Private Wealth Management

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About Michael Reigle Wagner

Michael Wagner is an investment advisor representative at Tolleson Private Wealth Management, a firm headquartered in Dallas, Texas. Michael has been in the industry since 1991 and has held various roles at different firms. Michael is a registered Investment Advisor in Texas, having passed the Series 65 exam. Michael is a seasoned investment advisor with experience working with high net worth individuals, charitable organizations and pooled investment vehicles.

Firm Information

Michael Wagner is currently registered with Tolleson Private Wealth Management. Tolleson Private Wealth Management is a Dallas, TX-based registered investment advisor with $8.2 billion in regulatory assets under management. They offer a variety of advisory services, including financial planning, portfolio management for individuals and pooled investment vehicles, and investment due diligence and monitoring. Their client base includes high-net-worth individuals, charitable organizations, and pooled investment vehicles.
Tolleson Private Wealth Management

5500 PRESTON ROAD

DALLAS, TX 75205

$8.22B

Assets Under Management

3

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment due diligence and monitoring

Investment due diligence and monitoring

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Wagner’s Registration & Firm History

TX

07/21/2017 - Present

Tolleson Private Wealth Management (DALLAS TX)

OH

06/29/2000 - 12/31/2000

MAXUS SECURITIES CORP (CLEVELAND OH)

OH

11/19/1996 - 05/04/1999

B/D HOLDINGS, INC. (CLEVELAND OH)

OH

04/10/1996 - 11/13/1996

MAXUS SECURITIES CORP (CLEVELAND OH)

OH

01/30/1991 - 06/01/1994

MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)

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Licenses & Designations

IA

Issued 07/13/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/18/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/01/1997

Series 24 - General Securities Principal Examination

BC

Issued 01/28/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Reigle Wagner.
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