Wager Wealth Management and Financial Planning LLC
● SEC registered since 2016CRD 285107SEC# 801-108404
Reg. AUM
$152.8M
Employees
3
Accounts
474
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 $152.8 million in regulatory assets under management and employs 3 people.
Wager Wealth Management and Financial Planning LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Glenn Adam Wager Control | Owner, Managing Member, Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does Wager Wealth Management and Financial Planning LLC manage?
Wager Wealth Management and Financial Planning LLC reports $152.8 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
| Phone | 720-745-5010 |
| Fax | 303-226-5607 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$152.8M▲ 6%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$152.8Mregulatory AUM
Discretionary $145.2MNon-discretionary $7.5M