Michael Reigle Wagner
Investment adviser representative at Tolleson Private Wealth Management
9 yearsExperience
1 stateRegistered in
$9.3BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Tolleson Private Wealth ManagementMay 2025 to now
- Santa Barbara ManagementApr 2025 to May 2025
- Tolleson Private Wealth ManagementMay 2016 to Apr 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Tolleson Private Wealth Management
Legal name: Tolleson Private Wealth Management, LLC
$9.3BAssets managed
224Clients
34Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1459904
- Firm CRD
- 111838