Tanager Wealth Management

RIASEC RegisteredEst. 2013

Total AUM

$1.6B

Discretionary

$1.4B

90% of AUM

Avg account

$508K

Accounts

3,161

Employees

Advisory reps

Firm details

Headquarters: London,
CRD number: 166084
Registered since: January 8, 2013
Website: www.tanagerwealth.com
Custodians: PERSHING LLC, TRANSACT
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI69.8%
Individuals12.76%
Other11.76%
Pension & Profit Sharing Plans4.89%
Charitable Organizations0.8%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Tanager Wealth Management is an independent registered investment adviser organized as a limited liability partnership and registered with the SEC since 2013. The firm is owned by an individual and bills itself as a capital allocator, serving both individual and family clients as well as institutional accounts. Its fee model includes percentage-of-AUM fees and fixed fees. Core advisory services listed are financial planning, portfolio management for individuals and small businesses, and pension consulting. Investment activity is centered on public funds and mutual funds as the primary building blocks of client portfolios. The firm is not identified as an active ESG investor. FINTRX notes that Tanager acts as an allocator to third-party alternative fund managers and also uses corporate debt instruments alongside its public-market allocations.