# Wood Tarver Financial

Wood Tarver Financial is a Bank / Wealth / Trust based in Boise, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Boise, United States
- **Region:** North America
- **Address:** Boise, ID, United States
- **Founded:** 1862
- **Assets under management:** Undisclosed
- **Website:** woodtarverfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/wood-financial-group-rjfs

## Regulatory record

- **CRD number:** 298793
- **SEC file number:** 801-114226
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298793

## About

Wood Tarver Financial was established in 1862, making it one of the earliest financial-services firms to trace its roots to the frontier-era Pacific Northwest. From its base in Boise, the firm has operated across market cycles for more than 160 years, serving a client base that spans individual investors, high-net-worth families, and institutional accounts. Its longevity implies a conservative, relationship-driven model rather than a growth-at-all-costs approach, though the firm has not publicly disclosed its current ownership structure or the names of its managing principals. The firm's advisory services center on traditional wealth-management disciplines: financial planning, retirement planning, and portfolio management. It targets a broad set of asset classes, including equities, fixed income, and cash equivalents, and constructs portfolios tailored to individual risk tolerances and long-term objectives. No specific direct-deal, venture-capital, or alternative-asset programs have been identified in the public record. Wood Tarver Financial operates a single office in Boise and has not disclosed its total assets under management, advisor headcount, or aggregate client-advisory platform. There are no known adjacent vehicles — no philanthropic foundation, real-asset arm, or club-membership network tied to the firm's name. The firm's operational footprint remains purposefully lean: it does not maintain a LinkedIn presence and offers limited public-facing detail beyond its core advisory services. Wood Tarver's genuine structural distinction is temporal: only a handful of US advisory practices predate the transcontinental railroad, and a continuous 1862 founding places the firm in a rarefied cohort. This historical depth may confer reputational capital and multi-generational client relationships, particularly in its home market, where institutional memory and local judgment substitute for the resources of a national platform.

## Questions

### Who runs investment decisions at Wood Tarver Financial?

Wood Tarver Financial does not publicly name its managing principals, chief investment officer, or portfolio-management team on its website or in regulatory filings. The firm's ownership structure and the individuals directing asset-allocation decisions remain undisclosed, limiting external visibility into governance. This opacity is common among small, privately held advisory practices that operate through personal-client relationships rather than institutional marketing.

### How is Wood Tarver Financial regulated?

Wood Tarver Financial is registered with the U.S. Securities and Exchange Commission as an investment adviser, a requirement for firms managing client assets and providing portfolio-management advice. The firm's most recent regulatory-filing update was recorded in November 2024, confirming active compliance. Its CRD number and Form ADV are accessible through the SEC's Investment Adviser Public Disclosure database.

## Related profiles

- [Wood Pension Plan](https://altss.com/profile/wood-pension-plan)
- [Woodbridge Hospital Charity Fund](https://altss.com/profile/woodbridge-hospital-charity-fund)

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Last updated: 2026-08-11T02:43:31.692Z

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