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TANARA WEALTH MANAGEMENT LLC

LEHI, UT · CRD 340174 · IAPD ↗ · tanarawm.com · 801-653-0564

$1.09BRegulatory AUM
5Advisory reps
15Employees
0Clients
0Planning clients
0Private funds
8States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
September 2026 — TANARA WEALTH MANAGEMENT LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
September 2026 — TANARA WEALTH MANAGEMENT LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
September 2026 — TANARA WEALTH MANAGEMENT LLC notice-filed in CA, ID, NV, OR, TX, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
August 2026 — TANARA WEALTH MANAGEMENT LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
April 2026 — TANARA WEALTH MANAGEMENT LLC (LEHI, UT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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