Tanara Wealth Management LLC

TANARA WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in LEHI, UT, registered since 2026. The firm employs 15 staff members and 5 investment...

Tanara Wealth Management LLC

TANARA WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in LEHI, UT, registered since 2026. The firm employs 15 staff members and 5 investment advisers.

General information

Firm type

Multi Family Office

What is Tanara Wealth Management's regulatory status?

Tanara Wealth Management LLC is a registered investment advisor (RIA) with the SEC, which means it is subject to fiduciary duties and periodic compliance examinations (per SEC IAPD database). Its registration status provides a baseline of regulatory transparency, though advisory agreements and specific holdings remain private.

Does Tanara Wealth Management disclose its assets under management?

Tanara Wealth Management does not publicly disclose its AUM in SEC filings or other accessible sources (per SEC IAPD database). The firm's scale remains opaque, which is common among smaller or private RIAs that are not required to publish AUM unless managing over $100M.

Who are the principals of Tanara Wealth Management?

The named principals of Tanara Wealth Management are not identified in public records or SEC filings as of the latest available data. The firm's leadership team and ownership structure are not disclosed in regulatory materials or corporate records.

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