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Building 2WAGER WEALTH MANAGEMENT AND FINANCIAL PLANNING LLC

Map pin
Phone720-745-5010
NotebookSEC #801-108404
Total AUM
$152.8M
Employees
3
Clients
121

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
720-745-5010

ReceiptFinancials

Total AUM
$152.8M
Accounts
474
Discretionary
$145.2M
Accounts
467
Non-Discretionary
$7.5M
Accounts
7

ContactClients

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Individual Clients
53
AUM
$19.6M
HNW Individual Clients
68
AUM
$133.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAMONJNVTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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