Tanager Wealth Management
Firm details
- Headquarters
- London,
- CRD number
- 166084
- Registered since
- January 8, 2013
- Website
- www.tanagerwealth.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities14%
- Cash & Cash Equivalents4%
- Sovereign Bonds2%
- Non-Exchange Traded Equities1%
Contacts
3 of 14
Kristopher Heck
Managing PartnerCRD 4508090
Kyle Pettigrove
Partner and Financial AdvisorCRD 6375194
Abbas Somji
Partner and Financial AdvisorCRD 5957586
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 82Active vs passive
$1B in ETFs
91%
$926M
9%
$92.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $190M | 1,145,169 | 18.69% |
Location
London, null
Location
London, null
Headquartered in London, null.
- Address
- 7th Floor E Wing
- Office locations
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