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$152.8M Total AUM
$145.2M Disc. AUM
8.5% 3Y CAGR
3 Employees
121 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-29-2016
- Office Locations
- 1
Office Locations
-- Longmont CO
About Wager Wealth Management AND Financial Planning LLC
Wager Wealth Management AND Financial Planning LLC is a Longmont-based RIA. The firm has been operating for 9 years. Managing $152.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
54 AVG AGE
$152.8M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
9.8 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
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Services
Available
Owner & Executives
G
GLENN ADAM WAGER
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2286731
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,232,925 | $310,991 |
| Non-Discretionary | $7,531,531 | $1,075,933 |
| Total | $152,764,456 | $322,288 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
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Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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