Tanara Wealth Management LLC
● SEC registered since 2026CRD 340174SEC# 801-135541Lehi, UT
Reg. AUM
$1.09B
Employees
15
Accounts
2,612
Location
Lehi, UT
Tanara Wealth Management LLC assets under management
Tanara Wealth Management LLC operates as an SEC-registered investment adviser based in Lehi, UT. The firm has been registered since 2026. It reports $1.1 billion in regulatory assets under management and employs 15 people.
Tanara Wealth Management LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Brett Belliston Control | Founding Partner | Under 5% | 2026 |
| Jeta Family, LLC Control | Owner | 50-75% | 2026 |
| L3 Investments, LLC Control | Owner | 50-75% | 2026 |
| Penny Gay Paul Control | Chief Compliance Officer | Under 5% | 2026 |
| Roger Zebulun Lowe Control | Founding Partner, Ceo | Under 5% | 2026 |
| Walter Joseph Griffin Control | President | Under 5% | 2026 |
| James Brett Belliston Control | Sole Owner / Managing Member | Over 75% | 2009 |
| Roger Zebulun Lowe Control | Sole Owner / Managing Member | Over 75% | 2023 |
Frequently asked questions
How much does Tanara Wealth Management LLC manage?
Tanara Wealth Management LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Tanara Wealth Management LLC have?
Tanara Wealth Management LLC reports 15 employees.
Where is Tanara Wealth Management LLC located?
Tanara Wealth Management LLC is based in Lehi, UT and has been SEC-registered since 2026.
Does Tanara Wealth Management LLC disclose fund performance?
Tanara Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3301 N Thanksgiving Way, Suite 425, Lehi, UT 84048 |
| Phone | 801-653-0564 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,306 advisers
EmployeesTop 30%
More than 70% of 16,824 advisers
Assets under management
$1.09Bregulatory AUM
Discretionary $494.2MNon-discretionary $599M