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WOOD TARVER FINANCIAL
WOOD TARVER FINANCIAL GROUP, LLC
CRD 298793 · SEC 801-114226
3232 E BARBER VALLEY DRIVE, BOISE, ID, 83716, United States
Phone
208-343-2001
Fax
208-629-8226
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$489.0M
Discretionary AUM
$489.0M
Team
5 total employees; 2 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 427 | $122.7M |
| High net worth individuals | 148 | $339.2M |
| Pension/profit sharing plans | 5 | $26.9M |
| Corporations/business entities | 1 | $190K |
States served
AZ, CA, CO, ID, OR, UT, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD