Wood Tarver Financial Group, LLC
● SEC registered since 2018CRD 298793SEC# 801-114226Boise, ID
Reg. AUM
$489M
Employees
5
Accounts
1,537
Location
Boise, ID
Wood Tarver Financial Group, LLC assets under management
Wood Tarver Financial Group, LLC is an investment advisory firm registered with the SEC based in Boise, ID. The firm has been registered since 2018. It reports $489 million in regulatory assets under management and employs 5 people.
Wood Tarver Financial Group, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Marshall Tarver Control | Chief Compliance Officer | Under 5% | 2019 |
| Mje Wealth Management, LLC Control | Owner | Over 75% | 2026 |
| Tarver Wealth Management, LLC Control | Owner | 10-25% | 2026 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Wood Tarver Financial Group, LLC manage?
Wood Tarver Financial Group, LLC reports $489 million in regulatory assets under management on its Form ADV.
How many employees does Wood Tarver Financial Group, LLC have?
Wood Tarver Financial Group, LLC reports 5 employees.
Where is Wood Tarver Financial Group, LLC located?
Wood Tarver Financial Group, LLC is based in Boise, ID and has been SEC-registered since 2018.
Does Wood Tarver Financial Group, LLC disclose fund performance?
Wood Tarver Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3232 E Barber Valley Drive, Boise, ID 83716 |
| Phone | 208-343-2001 |
| Fax | 208-629-8226 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$489M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$489Mregulatory AUM
Discretionary $489M