WAGER WEALTH MANAGEMENT AND FINANCIAL PLANNING LLC
SEC Form ADV profile.
Total regulatory AUM
$152,764,456
Discretionary
$145,232,925
Non-discretionary
$7,531,531
Firm details
- CRD number
- 285107
- SEC file number
- 801-108404
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.