Tara Wealth
RIAState Registered
Total AUM
$13.4M
Discretionary
$13.4M
100% of AUM
Avg account
$114K
Accounts
118
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 328427
- Website
- www.tarawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.97%
- Individuals31.03%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tara Wealth is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its fee structure is a mix of percentage-of-AUM billing plus hourly and fixed-fee arrangements. Tara Wealth does not identify as an active ESG investor and is not listed as a multi-state adviser or a capital allocator.
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 Funds88%
- Exchange Traded Equities10%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Dreamwork Financial Group
RIABirmingham, AL
AUM $13.4MTEAM 1REPS 1
Agile Financial Planning, LLC
RIAAUM $13.4MTEAM 1REPS 1
Oak Tree Wealth Management
RIACorpus Christi, TX
AUM $13.4MTEAM 1REPS 2
Wealth Protection Management
RIAAUM $13.4MTEAM 1REPS 1
Templeton Financial Planning
RIAAUM $13.4MTEAM 2REPS 2
Blue Keel Financial Planning
RIAWestport, CT
AUM $13.4MTEAM 1REPS 1