Overview
Assets Under Management: $144 million
High-Net-Worth Clients: 48
Average Client Assets: $2 million
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