Tanara Wealth Management Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $494M
- Clients
- 390
- Avg AUM / client
- $2.8M
- Accounts
- 2,612
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Jul 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 252 | $90.8M | 8.3% |
| High net worth individuals | 114 | $806M | 73.7% |
| Insurance companies | 1 | $13.0M | 1.19% |
| Corporations and other businesses | 23 | $184M | 16.8% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brock Kelson Alvord | Registered representative | CFP | Apr 2026 (0y) | |
| Roger Zebulun Lowe | Registered representative | CFP | Apr 2026 (0y) | |
| Alex Phillip Graham | Registered representative | CFP | Apr 2026 (0y) | |
| James Brett Belliston | Registered representative | CFP | Apr 2026 (0y) | |
| Mason G Miles | Registered representative | Apr 2026 (0y) | ||
| Tyler Marc Thompson | Registered representative | CFP | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/13/2026 | 971 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $514M (47% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 13, 2026.
View current Form ADV (SEC/IAPD) ↗