Matthew Thomas Wagner
Investment adviser representative at Oxinas Partners Wealth Management
17 yearsExperience
2 statesRegistered in
$391MFirm assets
8 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
- Pension consulting
Experience
17 years in the industry.
- Oxinas Partners Wealth ManagementAug 2018 to now
- M. S. Howells & Co.Aug 2018 to now
- Oxinas Partners, LLC d/b/a Oxinas Partners Wealth ManagementAug 2018 to now
- Waddell & Reed, IncApr 2009 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (IN, KY).
Oxinas Partners Wealth Management
Legal name: Oxinas Partners, LLC
$391MAssets managed
754Clients
7Advisers
8 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
- 5339909
- Firm CRD
- 297462