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TANAGER WEALTH MANAGEMENT

LONDON, United Kingdom · CRD 166084 · IAPD ↗ · 020 3965 6330

$1.60BRegulatory AUM
16Advisory reps
47Employees
1Clients
101-250Planning clients
0Private funds
11States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

33
April 2026 — TANAGER WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
35
April 2026 — TANAGER WEALTH MANAGEMENT reported RAUM up 27% ($1.26B -> $1.60B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
23
April 2025 — TANAGER WEALTH MANAGEMENT notice-filed in CT, IL, MA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
April 2025 — TANAGER WEALTH MANAGEMENT reported RAUM up 25% ($1.01B -> $1.26B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
39
April 2025 — TANAGER WEALTH MANAGEMENT reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
25
February 2025 — TANAGER WEALTH MANAGEMENT added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
17
April 2024 — TANAGER WEALTH MANAGEMENT notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — TANAGER WEALTH MANAGEMENT crossed $1B in regulatory AUM ($752.8M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.