Wager Wealth Management And Financial Planning LLC
Wager Wealth Management And Financial Planning LLC is an SEC-registered wealth manager with $152.8M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Wager Wealth Management And Financial Planning LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285107, SEC 801-108404, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $152.8M (2026-02-24)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 121
- CRD
- 285107
- Ownership
- WAGER, GLENN, ADAM
How much AUM does Wager Wealth Management And Financial Planning LLC have?
Wager Wealth Management And Financial Planning LLC reported $152.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns Wager Wealth Management And Financial Planning LLC?
Disclosed owners and executives of Wager Wealth Management And Financial Planning LLC include WAGER, GLENN, ADAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.