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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wager Wealth Management and Financial Planning LLC
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|---|---|
| CRD # | 285107 |
| SEC # | 801-108404 |
| CIK # | |
| AUM | $143.9 M (2025-02-07) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 720-745-5010 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 31.9 |
| (b) Individuals (high net worth individuals) | 48 | 112.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 646 | 143.9 |
| By Discretionary | ||
| Discretionary | 639 | 137.2 |
| Non-Discretionary | 7 | 6.7 |
| Total | 646 | 143.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.9 | |
| Total | 646 | 143.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ventana Private Wealth LLC
✚
|
CO | 0.1 |
|
Ean Equity Financial Services LLC
✚
|
0.1 | |
|
Portfolio Management LLC
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|
TX | 0.1 |
|
Patrick Financial Group LLC
✚
|
MI | 0.1 |
|
Wheat Givens Financial LLC
✚
|
TX | 0.1 |
|
Real TALK Capital LLC
✚
|
TN | 0.1 |
|
West End Wealth Management LLC
✚
|
CO | 0.1 |
|
Newcorp Financial Services Inc
✚
|
GA | 0.1 |
|
Merited Wealth LLC
✚
|
FL | 0.1 |
|
Liberty Asset Management Inc
✚
|
IL | 0.1 |