Tanara Wealth Management LLC: new SEC registration, $1,093M AUM, Lehi, UT
Tanara Wealth Management LLC (Lehi, Utah): new SEC registration, $1,093M AUM, Lehi, UT. Its amount of 1,093 is top-decile (95th percentile of 1,149 records). Dated 237 days ago, it serves as a historical benchmark. Score 55/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 1,093 · 95th percentile of 1,149 NewRiaPulse records · 8.2x the median
Free preview: all 11 published fields of this record are shown below. Locked: 18 related UT NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Tanara Wealth Management LLC |
| Legal name | Tanara Wealth Management LLC |
| CRD | 340174 |
| Status | Approved |
| Registered with the SEC | 2026-03-12 |
| Latest Form ADV filing | 2026-08-10 |
| Location | Lehi, UT, United States |
| Regulatory AUM | $1,093,210,505 |
| Accounts | 2612 |
| Employees | 15 |
| Website | HTTPS://WWW.TANARAWM.COM |
| amount percentile | 95th of 1,149 (median 134, 8.2x median) |
| Peer records CSV (19 UT records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-12
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (UT first): West Rim II Ugp, LLC · Olympus Peaks Financial, LLC · Heaton Financial, Pc · Larson Williams Wealth Advisors, LLC · Veritas Wealth Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Tanara Wealth Management LLC and 19 Utah peers
- Utah NewRiaPulse records like this one: 19
- Tanara Wealth Management LLC's amount: 95th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Utah peer: $3,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
55 / 100 Score
- $1,093M under management.
- Website on file.
What is the NewRiaPulse record for Tanara Wealth Management LLC in Lehi, Utah?
Tanara Wealth Management LLC received SEC registration as an investment adviser (2026-03-12) with $1,093,210,505 in regulatory assets under management, based in Lehi, UT.
How does Tanara Wealth Management LLC compare to other Utah NewRiaPulse records?
This is a top-decile record: its amount of 1,093 is 8.2x the median of 134 across 1,149 records. It is 237 days old; check the official source for later updates before acting.
Tanara Wealth Management LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Tanara Wealth Management LLC | Lehi, UT | 1,093 | 95th | 2026-03-12 |
| Wndrco Capital Management LLC | San Francisco, CA | 1,053 | 94th | 2026-08-10 |
| Invision Management, INC. | Chicago, IL | 1,341 | 95th | 2026-08-06 |
| Corrum Capital Management LLC | Charlotte, NC | 1,392 | 95th | 2026-08-20 |
Compare Tanara Wealth Management LLC vs West Rim II Ugp, LLC →
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
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.