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This document is a comprehensive application form used by investment advisers to register with the SEC and report certain information regarding their business. It collects identifying information, regulatory compliance details, business activities, advisory services provided, and financial information pertaining to the investment advisory firm WAGNER WEALTH MANAGEMENT, LLC.

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What is form adv?

Form ADV is a document that investment advisers must file with the Securities and Exchange Commission (SEC) or state regulators. It provides crucial information about the adviser, their services, fees, and business practices.

Who is required to file form adv?

Investment advisers who manage assets above a certain threshold or who provide advice to clients must file Form ADV. This includes both SEC-registered advisers and those registered at the state level.

How to fill out form adv?

To fill out Form ADV, an adviser needs to provide information in two parts: Part 1 collects information about the adviser, while Part 2 is a narrative brochure that describes the adviser's business practices, fees, and conflicts of interest.

What is the purpose of form adv?

The purpose of Form ADV is to ensure transparency and provide potential clients with critical information about an investment adviser's services, qualifications, and business practices, helping investors make informed decisions.

What information must be reported on form adv?

Form ADV requires information including the adviser's business structure, ownership, services offered, fees charged, disciplinary history, and other pertinent information that would affect a client's decision to hire the adviser.

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