← Tributary

WOOD TARVER FINANCIAL

BOISE, ID · CRD 298793 · IAPD ↗ · woodtarverfinancial.com · 208-343-2001

$489.0MRegulatory AUM
2Advisory reps
5Employees
0Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — WOOD TARVER FINANCIAL reported RAUM up 25% ($390.3M -> $489.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
December 2025 — WOOD TARVER FINANCIAL notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — WOOD TARVER FINANCIAL notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2025 — WOOD TARVER FINANCIAL now reports custody of client assets ($115.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
February 2024 — WOOD TARVER FINANCIAL notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
February 2024 — WOOD TARVER FINANCIAL reported RAUM up 28% ($280.0M -> $357.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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