WAGER WEALTH MANAGEMENT AND FINANCIAL PLANNING LLC
CRD 285107Latest ADV February 24, 2026
Wager Wealth Management and Financial Planning LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 24, 2026, reports $153M in regulatory assets under management, 3 employees, and 474 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.2% of total clients.
Top client categories% of clientsClients
1
HNWI
56.2%
68
2
Individuals
43.8%
53
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$153Mas of February 24, 2026
Discretionary95.1%
$145M
95% of total RAUM95.1%
Non-discretionary4.9%
$8M
5% of total RAUM4.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$153M
Total Accounts474
10Y AUM Change+$51M (+49.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee40:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.