Tanara Wealth Management LLC

Registered investment adviser · Lehi, UT · CRD #340174

Form ADV data as of 2026-09-01

Regulatory assets

$1.09 billion

Total accounts

2,612

Employees

Disclosure events

Firm details

Website: https://www.tanarawm.com
Telephone: 801-653-0564
SEC file number: 801-135541
Most recent Form ADV filing: 2026-08-10
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 1 disclosure question answered Yes, covering 1 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Currently subject to a civil proceeding that could result in a disclosure under 11.H.(1)

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$494.2 million
Non-discretionary regulatory assets under management	$599.0 million
Total regulatory assets under management	$1.09 billion
Discretionary accounts	1,662
Non-discretionary accounts	950
Total accounts	2,612
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	15
Employees performing investment advisory functions (including research)	5
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	5
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	2
Firms or persons who solicit advisory clients on the firm's behalf	1

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another proprietary interest
Recommends securities in which it has another sales interest
Compensates a non-employee for client referrals
Receives compensation from others for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	252	$90.8 million
High net worth individuals	114	$805.6 million
Insurance companies	1	$13.0 million
Corporations or other businesses not listed above	23	$183.8 million