Wager Wealth Management and Financial Planning provides financial planning and portfolio management for individuals and small businesses.
Wager Wealth Management and Financial Planning reports 121 clients. They include 68 high-net-worth individuals and 53 individual clients. Of its assets, 95.1% ($145M across 467 accounts) are managed with discretion; $7.53M across 7 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 44% | 13% |
| High-net-worth individuals | 56% | 87% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 53 | $19.6M | 12.8% | $370K |
| High-net-worth individuals | 68 | $133M | 87.2% | $1.96M |
| Total | 121 | $153M | 100% | $1.26M |
- Clients
- 53
- Regulatory AUM
- $19.6M
- AUM share
- 12.8%
- Avg. per client
- $370K
- Clients
- 68
- Regulatory AUM
- $133M
- AUM share
- 87.2%
- Avg. per client
- $1.96M
Total
- Clients
- 121
- Regulatory AUM
- $153M
- AUM share
- 100%
- Avg. per client
- $1.26M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Wager Wealth Management and Financial Planning charges 0.50%–0.90% a year for its Investment Management. The fee is billed in arrears, is negotiable and has a $1,000 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Consulting
- Consulting on a limited scope is negotiated and billed as services are rendered, at a maximum hourly fee of $300.
Glenn Wager owns 75% or more of Wager Wealth Management and Financial Planning. The leadership team of Wager Wealth Management and Financial Planning includes Chief Compliance Officer Glenn Wager. It has 3 employees, 1 of them in advisory roles.
Leadership
- Glenn WagerOwner, Managing Member, Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Wager Wealth Management and Financial Planning LLC
Glenn Wager
Control person · since August 2016
Wager Wealth Management and Financial Planning’s regulatory assets grew from $127M (February 2021) to $153M (February 2026); clients fell from 138 to 121 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $153M | 121 | 3 | 1 |
| February 2025 | $144M | 122 | 3 | 1 |
| March 2024 | $134M | 130 | 3 | 1 |
| March 2023 | $121M | 137 | 3 | 1 |
| March 2022 | $139M | 138 | 3 | 1 |
| February 2021 | $127M | 138 | 3 | 1 |
Besides its headquarters, Wager Wealth Management and Financial Planning has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Wager Wealth Management and Financial Planning LLC
- Headquarters
- Not reported
- Website
- Not reported
- Phone
- 720-745-5010
- SEC file
- 801-108404
- Structure
- Colorado LLC
- Fiscal year end
- December
Wager Wealth Management and Financial Planning uses Charles Schwab ($144M) as custodian for its separately managed accounts. Wager Wealth Management and Financial Planning has custody of $61.6M in client assets for 133 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $144M100%
At year end, Wager Wealth Management and Financial Planning’s separately managed accounts were mostly in funds (80%) and cash (10%).
What the accounts hold
- Stocks9%
- Funds80%
- Bonds2%
- Cash10%
- Other1%
- Cds1%
How many clients does Wager Wealth Management and Financial Planning have?
Wager Wealth Management and Financial Planning has 121 clients and manages $153 million for them, as of February 2026. They include 68 high-net-worth individuals and 53 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 February 2026
What services does Wager Wealth Management and Financial Planning offer?
Wager Wealth Management and Financial Planning provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Wager Wealth Management and Financial Planning charge?
Wager Wealth Management and Financial Planning charges 0.50%–0.90% a year for its Investment Management. The fee is billed in arrears, is negotiable and has a $1,000 annual minimum.
Which custodians does Wager Wealth Management and Financial Planning use?
Wager Wealth Management and Financial Planning’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $144M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 February 2026
How many financial advisors does Wager Wealth Management and Financial Planning have?
Wager Wealth Management and Financial Planning has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wager Wealth Management and Financial Planning invest in?
At the end of its last fiscal year, Wager Wealth Management and Financial Planning’s separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents, 9% exchange-traded equities, 2% U.S. government and agency bonds and 1% other. The 1% other category is described as: CDS.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wager Wealth Management and Financial Planning?
Wager Wealth Management and Financial Planning’s direct owner is Glenn Wager (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 February 2026
How does Wager Wealth Management and Financial Planning get paid?
Wager Wealth Management and Financial Planning is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Wager Wealth Management and Financial Planning?
Its phone number is 720-745-5010.