Wager Wealth Management And Financial Planning LLC

Overview

Wager Wealth Management and Financial Planning LLC is an independent, owner-operated RIA that focuses on financial planning and discretionary portfolio management for individuals and families. Registered in 2016, the firm combines fee-based advisory work with hourly and fixed-fee engagement options, which allows it to serve both ongoing investment management clients and project-based planning clients. The firm is not positioned as a multi-state adviser or a pension consultant and does not identify as an active ESG investor. Investment activity centers on public pooled products and third‑party alternative fund managers. The firm’s model appears to favor diversified mutual fund and ETF exposure for core portfolios while selectively allocating client capital to private-market strategies—private equity, venture capital, hedge funds and real estate—through external managers. That mix reflects a typical HNW-focused RIA approach: core liquid holdings for household cash flow and risk management, with private-market sleeves to pursue illiquidity premia and diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices