Tanara Wealth Management LLC

RIASEC RegisteredEst. 2026

Total AUM

$1.1B

Discretionary

$494M

45% of AUM

Avg account

$419K

Accounts

2,612

Employees

Advisory reps

Firm details

Headquarters: Lehi, Utah
CRD number: 340174
Registered since: March 12, 2026
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73.69%
Corporations / Businesses16.81%
Individuals8.3%
Insurance Companies1.19%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Tanara Wealth Management LLC is an independent registered investment adviser organized as an LLC that acts as a capital allocator for both individuals/families and institutional clients. The firm offers comprehensive advisory services including financial planning, portfolio management for individuals, small businesses and pooled investment vehicles, and the selection of outside advisers. Its fee arrangements include asset-based fees along with hourly and fixed-fee engagement options. Tanara identifies as a non‑ESG active investor and uses third‑party managers as part of its model.