Justin C. Warfel

WAGNER WEALTH MANAGEMENT,

CONYNGHAM, PA 18219

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CRD#: 7815666

Professional summary

Justin Chase Warfel, who also goes by Justin Warfel, is a registered financial advisor currently at WAGNER WEALTH MANAGEMENT, CORP. located in Conyngham, Pennsylvania.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Justin has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Justin Warfel

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Chase Warfel's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 4, 2026 - Present

WAGNER WEALTH MANAGEMENT, CORP.

Office #1: 314 S. Main St., Suite A, Conyngham, PA 18219

RIA

CRD#: 324196

CONYNGHAM, PA

Past

September 29, 2023 - November 20, 2025

KINTRA WEALTH, LLC

RIA

CRD#: 299407

WILLIAMSPORT, PA

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".

WAGNER WEALTH MANAGEMENT, CORP.

CRD#: 324196 / SEC#: 801-130926

RIA

Registered Investment Advisory firm - (8/16/2024 Approved)

Florida

Registered Investment Advisory firm - (8/20/2024 Terminated)

New Jersey

Registered Investment Advisory firm - (9/3/2024 Terminated)

Pennsylvania

Registered Investment Advisory firm - (8/20/2024 Terminated)

Texas

Registered Investment Advisory firm - (8/20/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(1/4/2026)

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

State Security Law Exam

IAR

Series 65

Date: 7/3/2023

Uniform Investment Adviser Law Examination

Current Firm

WAGNER WEALTH MANAGEMENT, CORP.

CRD#: 324196 / SEC#: 801-130926

RIA

Registered Investment Advisory firm - (8/16/2024 Approved)

Florida

Registered Investment Advisory firm - (8/20/2024 Terminated)

New Jersey

Registered Investment Advisory firm - (9/3/2024 Terminated)

Pennsylvania

Registered Investment Advisory firm - (8/20/2024 Terminated)

Texas

Registered Investment Advisory firm - (8/20/2024 Terminated)

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Contact information

Main Address

314 S. Main St., Suite A, Conyngham, PA 18219

Mailing Address

Phone number

(570) 987-6244

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WAGNER WEALTH MANAGEMENT, CORP. ADV BROCHURE (3/6/2025)

Regulatory assets under management

Total Number of Accounts	727
AUM (Assets Under Management)	$ 104,668,634

Red Flags

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.

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Justin C. Warfel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Chase Warfel's CRS (Customer Relationship Summary).

Certified licenses

Experience

WAGNER WEALTH MANAGEMENT, CORP.

KINTRA WEALTH, LLC

Primary Firm SEC Registration

WAGNER WEALTH MANAGEMENT, CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/3/2023

Current Firm

WAGNER WEALTH MANAGEMENT, CORP.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WAGNER WEALTH MANAGEMENT, CORP.

TRUST BUT VERIFY

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