NewRiaPulse / compare
West Rim II Ugp, LLC vs Tanara Wealth Management LLC: NewRiaPulse comparison
West Rim II Ugp, LLC's amount of 1,770 is 1.6x Tanara Wealth Management LLC's 1,093 (96th percentile). West Rim II Ugp, LLC is dated 2026-08-14; Tanara Wealth Management LLC 2026-03-12.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Both records plus every comparable UT record, with all columns and source links · Card, Apple Pay, Google Pay or Link via Stripe
How does West Rim II Ugp, LLC compare to Tanara Wealth Management LLC?
| Field | West Rim II Ugp, LLC | Tanara Wealth Management LLC |
|---|---|---|
| Firm | West Rim II Ugp, LLC | Tanara Wealth Management LLC |
| Legal name | West Rim II Ugp, LLC | Tanara Wealth Management LLC |
| CRD | 339904 | 340174 |
| Status | Approved | Approved |
| Registered with the SEC | 2026-08-14 | 2026-03-12 |
| Latest Form ADV filing | 2026-07-16 | 2026-08-10 |
| Location | Lehi, UT, United States | Lehi, UT, United States |
| Regulatory AUM | $1,769,620,424 | $1,093,210,505 |
| Accounts | 23 | 2612 |
| Employees | 30 | 15 |
| Website | HTTP://WWW.SORENSONCAPITAL.COM | HTTPS://WWW.TANARAWM.COM |
| amount percentile | 96th | 94th |
| Score | 55/100 | 55/100 |
| Peer rank and all 20 UT records (CSV) | 🔒 Click to unlock → | |
| Official source URLs for every peer record | 🔒 Click to unlock → | |
Official records: West Rim II Ugp, LLC · Tanara Wealth Management LLC
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.