James Brett Belliston
Founding PartnerTanara Wealth Management LLCCRD 2402952
About James Brett Belliston
James Brett Belliston is listed as Founding Partner at Tanara Wealth Management LLC in Lehi, UT. Form ADV reports a beneficial ownership band of Under 5%. James Brett Belliston is associated with 3 registered advisers.
Reported ownership
Owns Under 5% of Tanara Wealth Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Brett Belliston work?
James Brett Belliston is listed as Founding Partner at Tanara Wealth Management LLC on SEC Form ADV.
How much of Tanara Wealth Management LLC does James Brett Belliston own?
Form ADV reports a beneficial ownership band of Under 5%.
Tanara Wealth Management LLC
| Title | Founding Partner |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Andina Capital Management, LLC
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2013 |
Tanara Wealth Management LLC
| Title | Sole Owner / Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2009 |