Tanara Wealth Management LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 340174
- SEC number
- 801-135541
- Firm type
- RIA
- Assets under management
- Not yet retrieved from the source record
- Website
- www.tanarawm.com ↗
- Phone
- 801-653-0564
- Address
- 3301 N Thanksgiving Way, Lehi, UT, 84048
Advisors at this firm
6 in our index · page 1 of 1
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Brock Kelson AlvordCRD 7629662 · Lehi, UTIA Registered
-
James Brett BellistonCRD 2402952 · St. Augustine, FLIA RegisteredDisclosure event(s) on record
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Alex Phillip GrahamCRD 7247089 · Lehi, UTIA Registered
-
Roger Zebulun LoweCRD 5827761 · Lehi, UTIA Registered
-
Mason G MilesCRD 7750075 · Lehi, UTIA RegisteredRegistration inactive
-
Tyler Marc ThompsonCRD 7423184 · Lehi, UTIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 340174 ↗
FINRA BrokerCheck record for firm CRD 340174 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.