# Wager Wealth Management

Wager Wealth Management is a Bank / Wealth / Trust based in Longmont, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Longmont, United States
- **Region:** North America
- **Address:** Longmont, CO, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 285107
- **SEC file number:** 801-108404
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-24T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285107

## About

Wager Wealth Management and Financial Planning is an SEC-registered investment adviser since 2016. The firm manages $153 million in assets, with $145 million on discretionary basis. It has 3 employees and 1 investment adviser.

## Sectors

- Financial Planning
- Wealth Management

## Questions

### How does Wager Wealth Management structure its client relationships?

The firm operates on a financial planning and investment management model where both services are delivered by the same advisory team. Clients engage for ongoing, goals-based planning — encompassing retirement projections, tax strategy, and portfolio construction — rather than episodic transactional advice. This integrated structure keeps a single advisor accountable for the full client financial picture.

### Is Wager Wealth Management a fiduciary?

As a registered investment advisor in the United States, the firm is held to a fiduciary standard under the Investment Advisers Act of 1940. This requires that recommendations be made in the client's best interest, with full disclosure of any conflicts. The firm's fee-based model aligns compensation with ongoing advice rather than product commissions.

### What geographic area does the firm cover?

The firm is headquartered in Longmont, Colorado, and serves clients throughout the Front Range urban corridor. This includes Boulder, Loveland, Fort Collins, and the northern Denver metropolitan area. Its regional focus supports in-person planning meetings and local market familiarity.

## Related profiles

- [Wagenhofer](https://altss.com/profile/wagenhofer)
- [Wagner Wealth Management](https://altss.com/profile/wagner-wealth-management)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/wager-wealth-management-and-financial-planning

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology