Tanara Wealth Management LLC
Tanara Wealth Management LLC is an SEC-registered wealth manager in Lehi, UT with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Tanara Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 340174, SEC 801-135541, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- Not reported (2026-03-09)
- Firm type
- Wealth Manager
- Location
- Lehi, UT
- Employees
- 15
- CRD
- 340174
- Ownership
- BELLISTON, JAMES, BRETT; JETA FAMILY, LLC; GRIFFIN, WALTER, JOSEPH; Griffin, Joseph; LOWE, ROGER, ZEBULUN
How much AUM does Tanara Wealth Management LLC have?
Tanara Wealth Management LLC reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Tanara Wealth Management LLC?
Disclosed owners and executives of Tanara Wealth Management LLC include BELLISTON, JAMES, BRETT, JETA FAMILY, LLC, GRIFFIN, WALTER, JOSEPH, Griffin, Joseph, LOWE, ROGER, ZEBULUN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.