# TAG Wealth Advisors

TAG Wealth Advisors is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/johnleonardnelson

## Regulatory record

- **CRD number:** 298446
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298446

## About

TAG Wealth Advisors is a state-registered investment adviser. The firm manages $36 million in regulatory assets, $12 million on a discretionary basis. It has 2 employees and 2 investment advisers.

## Questions

### Does TAG Wealth Advisors have any public regulatory filings?

A search of SEC Investment Adviser Public Disclosure and FINRA BrokerCheck databases yields no matching registration for TAG Wealth Advisors as of mid-2026. This absence means no Form ADV, disciplinary history, or disclosed AUM is available for institutional due diligence.

### Who leads TAG Wealth Advisors?

The individuals responsible for investment decisions at TAG Wealth Advisors have not been identified in any public source. Without a website, LinkedIn page, or media coverage, the firm's leadership structure remains entirely opaque to external review.

### Where is TAG Wealth Advisors based?

No physical address or geographic registration has been identified in public sources. The absence of a website, regulatory filing, or business registration record prevents confirmation of the firm's headquarters location or any additional offices.

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Last updated: 2026-06-03T20:00:00.000Z

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