RIA Intel›Advisers›WAGER WEALTH MANAGEMENT AND FINANCIAL PLANNING LLC

WAGER WEALTH MANAGEMENT AND FINANCIAL PLANNING LLC

Advisory

N·

Data as of Feb 24, 2026 · Source: SEC Form ADV

Total AUM
$153M
1-Year AUM Growth
+11.5%
3-Year CAGR
+1.8%
Employees
1
Assets Under Management
Total AUM$153M
Discretionary AUM$145M
Non-Discretionary AUM$8M
Discretionary %95.1%
Total Clients122
Team
Total Employees1
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record14
First FilingSep 8, 2016
Latest FilingFeb 24, 2026
🔒 Full AUM trend chart and 14 historical filings spanning 10+ years
Sign up free to view →
Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

Sign up free to unlock
📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

Sign up free to unlock
👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

Sign up free to unlock
🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Sign up free to unlock

Get the full picture on WAGER WEALTH MANAGEMENT AND FINANCIAL PLANNING LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.

Sign up free →