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TAN WEALTH MANAGEMENT

PHAN, TAN, MINH

CRD 297062

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$0

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 15 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees; MONTHLY RETAINER

Org form

Sole Proprietorship

Filing date

2026-02-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals15—

All web addresses on file

Official SEC filing: View on IAPD