TANARA WEALTH MANAGEMENT LLC

CRD 340174 · SEC 801-135541

Visit website

3301 N THANKSGIVING WAY, SUITE 425, LEHI, UT, 84048, United States

Phone

801-653-0564

Fax

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Registration

Registered (APPROVED-120)

Source

SEC registered

Total AUM

Discretionary AUM

Team

15 total employees; 5 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-09

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

States served

UT, FL

All web addresses on file

HTTPS://WWW.TANARAWM.COM

Official SEC filing: View on IAPD