Tar River Wealth Planning, LLC
Tar River Wealth Planning, LLC is an SEC-registered mass-market adviser in Louisburg, NC with $401.2M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Tar River Wealth Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328530, SEC 801-129188, data through 2026-02-02.
- AUM (assets under management / regulatory AUM)
- $401.2M (2026-02-02)
- Firm type
- Mass-Market Adviser
- Location
- Louisburg, NC
- Employees
- 9
- Clients
- 483
- CRD
- 328530
- Ownership
- Lumpkin, Arturo, Ynocencio Casanova; LUMPKIN, JAMES "TRIPP", PARKER; WHELESS, LOUIS, ALFRED
How much AUM does Tar River Wealth Planning, LLC have?
Tar River Wealth Planning, LLC reported $401.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-02).
Who owns Tar River Wealth Planning, LLC?
Disclosed owners and executives of Tar River Wealth Planning, LLC include Lumpkin, Arturo, Ynocencio Casanova, LUMPKIN, JAMES "TRIPP", PARKER, WHELESS, LOUIS, ALFRED. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.