Tanara Wealth Management LLC

RIASEC RegisteredEst. 2026

Total AUM

$1.1B

Discretionary

$494M

45% of AUM

Avg account

$419K

Accounts

2,612

Employees

Advisory reps

Firm details

Headquarters: Lehi, Utah
CRD number: 340174
Registered since: March 12, 2026
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73.69%
Corporations / Businesses16.81%
Individuals8.3%
Insurance Companies1.19%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Tanara Wealth Management LLC is an independent registered investment adviser that positions itself as a capital allocator for both individuals/families and institutional clients. The firm offers a range of fee arrangements, including asset-based fees, hourly billing, and fixed fees, and is registered with the SEC (registration year listed as 2026). Its advisory scope covers financial planning and portfolio management across individual, pooled vehicle, business/institutional, and small business clients, and the firm also engages in selection of third‑party managers. The firm does not market itself as an active ESG investor.