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WAGER WEALTH MANAGEMENT AND FINANCIAL PLANNING LLC
CRD 285107 · SEC 801-108404
AZ, United States
Phone
720-745-5010
Fax
303-226-5607
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$152.8M
Discretionary AUM
$145.2M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $19.6M |
| High net worth individuals | 68 | $133.1M |
States served
AZ, CA, CO, GA, MD, NV, NJ, MO, WA, TX, FL
Official SEC filing: View on IAPD