Tanager Wealth Management

RIASEC Registered
Total AUM
$1.6B
Discretionary
$1.4B
90% of AUM
Avg account
$508K
Accounts
3,161
Employees
47
Advisory reps
14

Firm details

Headquarters
London,
CRD number
166084
Registered since
January 8, 2013
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 RIA organized as a limited liability partnership. The firm is registered with the SEC, having registered in 2013, and is owned by an individual. It positions itself as a capital allocator for both individuals and families as well as institutional clients, operating on a mix of percentage-of-AUM and fixed-fee arrangements. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as an active ESG investor. Its practice model integrates third-party manager allocation alongside direct portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 79%, Exchange Traded Equities 14%, Cash & Cash Equivalents 4%, Sovereign Bonds 2%, Non-Exchange Traded Equities 1%79%
  • Public Funds/Mutual Funds79%
  • Exchange Traded Equities14%
  • Cash & Cash Equivalents4%
  • Sovereign Bonds2%
  • Non-Exchange Traded Equities1%

Contacts

3 of 14
  • Kristopher Heck

    Kristopher Heck

    Managing PartnerCRD 4508090

  • Kyle Pettigrove

    Kyle Pettigrove

    Partner and Financial AdvisorCRD 6375194

  • Abbas Somji

    Abbas Somji

    Partner and Financial AdvisorCRD 5957586

Unlock 11 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 82

Active vs passive

$1B in ETFs

Passive

91%

$926M

Active

9%

$92.7M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT)BlackRockPassiveLarge Blend$190M1,145,16918.69%

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
7th Floor E Wing
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth