Wood Tarver Financial
Wood Tarver Financial is an SEC-registered mass-market adviser in Boise, ID with $489.0M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Wood Tarver Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298793, SEC 801-114226, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $489.0M (2026-04-01)
- Firm type
- Mass-Market Adviser
- Location
- Boise, ID
- Employees
- 5
- Clients
- 581
- CRD
- 298793
- Ownership
- WOOD, KELLY, AARON; TARVER, ERIC, MARSHALL; MJE WEALTH MANAGEMENT, LLC; Tarver, Nathan, D; TARVER WEALTH MANAGEMENT, LLC
How much AUM does Wood Tarver Financial have?
Wood Tarver Financial reported $489.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Wood Tarver Financial?
Disclosed owners and executives of Wood Tarver Financial include WOOD, KELLY, AARON, TARVER, ERIC, MARSHALL, MJE WEALTH MANAGEMENT, LLC, Tarver, Nathan, D, TARVER WEALTH MANAGEMENT, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.