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TANAGER WEALTH MANAGEMENT
TANAGER WEALTH MANAGEMENT LLP
CRD 166084 · SEC 801-77494
7TH FLOOR, EAST WING, VINTNERS PLACE, 68 UPPER THAMES STREET, LONDON, CA, EC4V 3BJ, United Kingdom
Phone
020 3965 6330
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.60B
Discretionary AUM
$1.44B
Team
46 total employees; 15 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Partnership
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 443 | $204.8M |
| High net worth individuals | 358 | $1.12B |
| Pension/profit sharing plans | 1 | $78.4M |
| Charitable organizations | 1 | $12.8M |
States served
CA, IL, MA, NJ, NY, NC, PA, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD