← Tributary

WAGER WEALTH MANAGEMENT AND FINANCIAL PLANNING LLC

· CRD 285107 · IAPD ↗ · 720-745-5010

$152.8MRegulatory AUM
1Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2026 — WAGER WEALTH MANAGEMENT AND FINANCIAL PLANNING LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.