Tanara Wealth Management LLC

Overview

Tanara Wealth Management LLC is a newly formed limited liability company that specializes in a range of financial advisory services. The firm provides financial planning and portfolio management for individuals, small businesses, pooled investment vehicles, and institutional clients. As a capital allocator, Tanara Wealth Management focuses on selecting other advisers to enhance its investment strategies. Despite being a new entrant in the financial advisory space, the firm is structured to offer a variety of fee arrangements, including percentage of assets under management, hourly charges, and fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices