AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
CW

Christopher Michael Wagner

CFA
WEST WEALTH GROUP
IRVINE, CA
·CRD# 7180703·6 years experience

Professional Summary

Christopher Michael Wagner, CFA, who also goes by Christopher Wagner, Kipper Wagner, is a registered financial advisor currently at WEST WEALTH GROUP, LLC located in Irvine, California. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Christopher has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Christopher Wagner, Kipper Wagner

Blog Corner

Similar Advisors

Mark Kendall Rylance
NEWPORT BEACH, CA · CRD#
View profile
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

Credentials

CFA
Chartered Financial Analyst

Years of Experience

6 years in the financial services industry

Current & Past Employments

WEST WEALTH GROUP, LLC·CRD# 316644
RIA
2 Park Plaza Suite 800, Irvine, CA 92614
May 21, 2026 - Present
CUTLER INVESTMENT GROUP·CRD# 128483
RIA
Newport Beach, CA
November 16, 2022 - May 13, 2026
GOLDMAN SACHS & CO. LLC·CRD# 361
BD
Newport Beach, CA
January 4, 2021 - October 21, 2022
GOLDMAN SACHS WEALTH SERVICES, L.P.·CRD# 106693
RIA
Newport Beach, CA
September 3, 2020 - October 21, 2022
MERCER ALLIED COMPANY, L.P.·CRD# 37404
BD
Irvine, CA
June 15, 2020 - January 4, 2021

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

Current Firm

WW
WEST WEALTH GROUP, LLC

BML WEALTH MANAGEMENT | YACK WEALTH MANAGEMENT | WEST WEALTH GROUP, LLC | ENSEMBLE WEALTH MANAGEMENT

CRD#: 316644 / SEC#: 801-122438
RIA
Registered Investment Advisory firm - SEC (10/1/2021 Approved)

Contact Information

Main Address

2 Park Plaza Suite 800, Irvine, CA 92614

Phone Number

(949) 682-9105

# of Employees

35

SEC notice filing (18 States and Territories)

Registered to provide investment advisory services in 18 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (5/18/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,746

AUM (Assets Under Management)

$616,733,224

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WW
WEST WEALTH GROUP, LLC

BML WEALTH MANAGEMENT | YACK WEALTH MANAGEMENT | WEST WEALTH GROUP, LLC | ENSEMBLE WEALTH MANAGEMENT

CRD#: 316644 / SEC#: 801-122438
RIA
Registered Investment Advisory firm - SEC (10/1/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
California
(5/21/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Sep 2020About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Jun 2020About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Mar 2020About the SIE exam

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Michael Wagner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#
CW
Follow Christopher
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required