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Wager Wealth Management and Financial Planning LLC

● SEC registered since 2016CRD 285107SEC# 801-108404
Export (members)
Reg. AUM
$143.9M
Employees
3
Accounts
646
Location
—

Wager Wealth Management and Financial Planning LLC assets under management

Wager Wealth Management and Financial Planning LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2016. It reports $143.9 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Wager Wealth Management and Financial Planning LLC owners & executives

1 reported
NameTitleOwnershipSince
Glenn Adam Wager ControlOwner, Managing Member, Chief Compliance OfficerOver 75%2016

Frequently asked questions

How much does Wager Wealth Management and Financial Planning LLC manage?

Wager Wealth Management and Financial Planning LLC reports $143.9 million in regulatory assets under management on its Form ADV.

How many employees does Wager Wealth Management and Financial Planning LLC have?

Wager Wealth Management and Financial Planning LLC reports 3 employees.

Does Wager Wealth Management and Financial Planning LLC disclose fund performance?

Wager Wealth Management and Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone720-745-5010
Fax303-226-5607
Office hours8:00 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$137.2M
Non-discretionary$6.7M
Total (RAUM)$143.9M