David W Wagner
Investment adviser representative at Aptus Capital Advisors, LLC
12 yearsExperience
2 statesRegistered in
CFADesignation
$14.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Aptus Capital Advisors, LLCJul 2020 to now
- Environ Capital ManagementDec 2019 to Jun 2020
- Driehaus Capital AdvisorsMay 2019 to Oct 2019
- Opus Capital AdvisorsJun 2014 to Apr 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (AL, OH).
Aptus Capital Advisors, LLC
$14.1BAssets managed
12,707Clients
21Advisers
10 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
- 6622950
- Firm CRD
- 167626