Overview
Assets Under Management: $144 million
High-Net-Worth Clients: 48
Average Client Assets: $2 million
Frequently Asked Questions
WAGER WEALTH MANAGEMENT AND FINANCIAL PLANNING LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285107), WAGER WEALTH MANAGEMENT AND FINANCIAL PLANNING LLC is subject to fiduciary duty under federal law.
WAGER WEALTH MANAGEMENT AND FINANCIAL PLANNING LLC serves 48 high-net-worth clients according to their SEC filing dated February 07, 2025. View client details ↓
According to their SEC Form ADV, WAGER WEALTH MANAGEMENT AND FINANCIAL PLANNING LLC offers financial planning and portfolio management for individuals. View all service details ↓
WAGER WEALTH MANAGEMENT AND FINANCIAL PLANNING LLC manages $144 million in client assets according to their SEC filing dated February 07, 2025.
According to their SEC Form ADV, WAGER WEALTH MANAGEMENT AND FINANCIAL PLANNING LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.85
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 646
Discretionary Accounts: 639
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 285107
Last Filing Date: 2025-02-07 00:00:00
Website: https://wagerwm.com