Tanara Wealth Management LLC
● SEC registered since 2026CRD 340174SEC# 801-135541Lehi, UT
Reg. AUM
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Employees
15
Accounts
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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 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 |
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Join to unlock · $37/moFrequently asked questions
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
EmployeesTop 30%
More than 70% of 16,825 advisers