Tanara Wealth Management LLC

EST. AUM
$1,093,210,505

CONTACTS

CLIENT ACCOUNTS
2,612

Firm Details

Metro area Salt Lake City
CRD Number 340174
Website tanarawm.com
Client types

Overview

Tanara Wealth Management LLC is a Utah-based registered investment adviser serving retail investors, institutional clients, and pooled vehicles. It provides investment management and financial planning, with portfolios spanning stocks, bonds, mutual funds, ETFs, options, alternative investments, and separately managed accounts run by independent third-party managers. The firm generally manages portfolios on a discretionary basis, while private fund recommendations remain client-directed.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Tanara Wealth Management LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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