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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WOOD TARVER FINANCIAL

WOOD TARVER FINANCIAL GROUP, LLC, CRD 298793

BOISE, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:03da239c-11c6-3dd4-a471-788cc37ed36f

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Oct 1, 2018 to Apr 1, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $489MItem 5.F on the latest filing (2026-04-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $489M
Private client RAUM: $462MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $97.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,537
Individual clients: 427
High net worth clients: 148
Custody, client assets: $162M
SEC number: 801-114226
CRD: 298793
Filings on the tape: 28
First filed: Oct 1, 2018
Latest filed: Apr 1, 2026
Organised: Limited Liability Company, ID
Website: woodtarverfinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID MARSHALL TARVER	n/a	Boise, ID \| BOISE, ID	22	35	n/a	yes
ERIC MARSHALL TARVER	n/a	BOISE, ID	7	10	n/a	no
AMANDA LEIGH WRITER	n/a	Boise, ID	5	12	1	no
Nathan D Tarver	Certified Financial Planner	BOISE, ID	2	10	1	no
Jordan Boyd	n/a	BOISE, ID	2	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
TARVER, ERIC, MARSHALL	CHIEF COMPLIANCE OFFICER	E	yes	04/2019	Apr 26, 2019	Nov 27, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 1, 2026	$489M	$489M	5	2	n/a	n/a
2024	Mar 10, 2025	$390M	$390M	5	2	n/a	n/a
2023	Jan 30, 2024	$357M	$357M	5	2	n/a	n/a
2022	Jan 18, 2023	$280M	$280M	4	1	n/a	n/a
2021	Jan 12, 2022	$285M	$285M	5	2	n/a	n/a
2020	Mar 18, 2021	$227M	$227M	5	2	n/a	n/a
2019	Mar 9, 2020	$180M	$180M	5	2	n/a	n/a
2018	Mar 27, 2019	$150M	$122M	5	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$489M	$390M	25.3%	$280M	20.4%	5	5	0	0

Relationships

Registered with (5)

← DAVID MARSHALL TARVERAdvisorregistration: current employment
Sep 13, 2026 to presentfactForm ADV
← Jordan BoydAdvisorregistration: current employment
Dec 20, 2023 to presentfactForm ADV
← Nathan D TarverAdvisorregistration: current employment
Oct 13, 2023 to presentfactForm ADV
← AMANDA LEIGH WRITERAdvisorregistration: current employment
Feb 9, 2021 to presentfactForm ADV
← ERIC MARSHALL TARVERAdvisorregistration: current employment
Nov 1, 2018 to presentfactForm ADV

Controls (1)

← TARVER, ERIC, MARSHALLOwnerCHIEF COMPLIANCE OFFICER, ownership code E, individual
Apr 26, 2019 to Nov 27, 2024factForm ADV

Dated events

Occurred
Jul 6, 2022
Control person left
Aaron Kelly Wood (Managing Member) no longer on Schedule A of Wood Tarver Financial (listed 2022-01-12, absent 2022-07-06)
Form ADVobserved 4 days ago
Occurred
Apr 26, 2019
Control person joined
Marshall Eric Tarver (Chief Compliance Officer) appeared on Schedule A of Wood Tarver Financial
Form ADVobserved 4 days ago
Occurred
Oct 1, 2018
First Form ADV filing
Wood Tarver Financial filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:03da239c-11c6-3dd4-a471-788cc37ed36f
First observed: Oct 1, 2018
Last observed: Apr 1, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WOOD TARVER FINANCIAL

WOOD TARVER FINANCIAL GROUP, LLC, CRD 298793

BOISE, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:03da239c-11c6-3dd4-a471-788cc37ed36f

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:53 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID MARSHALL TARVER

n/a

Boise, ID | BOISE, ID

n/a

yes

ERIC MARSHALL TARVER

n/a

BOISE, ID

n/a

AMANDA LEIGH WRITER

n/a

Boise, ID

Nathan D Tarver

Certified Financial Planner

BOISE, ID

Jordan Boyd

n/a

BOISE, ID

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

TARVER, ERIC, MARSHALL

CHIEF COMPLIANCE OFFICER

yes

04/2019

Apr 26, 2019

Nov 27, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

$489M

n/a

2024

Mar 10, 2025

$390M

n/a

2023

Jan 30, 2024

$357M

n/a

2022

Jan 18, 2023

$280M

n/a

2021

Jan 12, 2022

$285M

n/a

2020

Mar 18, 2021

$227M

n/a

2019

Mar 9, 2020

$180M

n/a

2018

Mar 27, 2019

$150M

$122M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$489M

$390M

25.3%

$280M

20.4%