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TAR RIVER WEALTH PLANNING, LLC
CRD 328530 · SEC 801-129188
109 N MAIN ST, LOUISBURG, NC, 27549-9998, United States
Phone
919-496-1511
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$401.2M
Discretionary AUM
$259.5M
Team
9 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 373 | $100.0M |
| High net worth individuals | 96 | $269.9M |
| Pension/profit sharing plans | 4 | $27.7M |
| Charitable organizations | 6 | $1.3M |
| Corporations/business entities | 4 | $2.4M |
States served
CA, GA, MD, NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD