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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

TANAGER WEALTH MANAGEMENT

TANAGER WEALTH MANAGEMENT LLP, CRD 166084

LONDON

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:5db85f7b-2057-3924-d646-80abc4a0c33e

Data as of Jul 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 12
On other graphs: 0
Observed: Dec 18, 2012 to Jul 22, 2026
50 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=0.83 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.6BItem 5.F on the latest filing (2026-07-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.4B
Private client RAUM: $1.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 83%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 13
RAUM per advisor: $123Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 47
Advisory employees: 16
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 3,161
Individual clients: 443
High net worth clients: 358
SEC number: 801-77494
CRD: 166084
Filings on the tape: 50
First filed: Dec 18, 2012
Latest filed: Jul 22, 2026
Organised: Limited Liability Partnership

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
KRISTOPHER KARR HECK	n/a	London	13	24	n/a	no
KYLE WILLIAM PETTIGROVE	n/a	PHILADELPHIA, PA	8	12	1	no
ABBAS RIYAZ SOMJI	Certified Financial Planner	London	6	15	1	no
PATRICK C MULHERN	n/a	London	5	13	2	no
Susan Purcell Blaylock	Certified Financial Planner	London	3	12	n/a	no
DAVID GREGORY COSTELLO	n/a	London	3	26	n/a	no
Samuel Robert Lees	n/a	London	3	12	n/a	no
Ieuan Lewis Evan Martin	n/a	London	2	12	n/a	no
LUKE PAUL HARRISON	Chartered Financial Analyst	London	1	14	2	no
LUKE ANDREW PAPAELIAS	n/a	Houston, TX \| LONDON	1	10	2	no
Benjamin Mark Phillips	n/a	London	0	10	2	no
Lewis Semakula	n/a	London	0	11	n/a	no
Adam Jacques Mitchell	n/a	London	0	11	2	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
COSTELLO, DAVID, GREGORY	Partner	B	yes	09/2015	Jul 22, 2026	Jul 22, 2026
HECK, KRISTOPHER, KARR	MANAGING PARTNER COMPLIANCE OFFICER	C	yes	07/2012	Jul 22, 2026	Jul 22, 2026
EICHHORN, ALEXANDER, WILLIAM RIPOLL	CHIEF COMPLIANCE OFFICER	C	yes	02/2013	Feb 13, 2013	Nov 6, 2024
MULHERN, PATRICK, C	Partner	Na	no	01/2021	Jul 22, 2026	Jul 22, 2026
PETTIGROVE, KYLE, WILLIAM	Partner	A	no	12/2017	Jul 22, 2026	Jul 22, 2026
SOMJI, ABBAS, RIYAZ	Partner	A	no	01/2021	Jul 22, 2026	Jul 22, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Philadelphia	Pa	United States	1	no

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 13 of 14

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$1.6B	$1.4B	46	15	2	n/a	n/a
2024	Apr 4, 2025	$1.3B	$1.1B	27	13	2	n/a	n/a
2023	Mar 8, 2024	$1.0B	$808M	28	14	1	n/a	n/a
2022	Mar 24, 2023	$144M	$70.8M	24	10	0	n/a	n/a
2021	Mar 21, 2022	$681M	$402M	20	8	10	n/a	n/a
2020	Mar 31, 2021	$135M	$54.0M	20	8	10	n/a	n/a
2019	Mar 24, 2020	$103M	$27.6M	16	6	6	n/a	n/a
2018	Mar 5, 2019	$84.8M	$26.3M	13	6	6	n/a	n/a
2017	Mar 7, 2018	$72.3M	$19.0M	10	5	6	n/a	n/a
2016	Mar 13, 2017	$54.7M	$14.3M	8	4	n/a	n/a	n/a
2015	Mar 30, 2016	$15.8M	$9.8M	4	3	n/a	n/a	n/a
2014	Feb 17, 2015	$25.1M	$0	3	2	n/a	n/a	n/a
2013	Mar 15, 2014	$22.5M	$0	3	2	n/a	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
2	0	2	0.0%	1	0	0	4	1

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	$1.6B	$1.3B	27.4%	$144M	123.3%	47	27	2	2

Relationships

Registered with (15)

← Adam Jacques MitchellAdvisorregistration: current employment
Jul 7, 2026 to presentfactForm ADV
← Lewis SemakulaAdvisorregistration: current employment
Mar 13, 2026 to presentfactForm ADV
← Benjamin Mark PhillipsAdvisorregistration: current employment
Jan 13, 2026 to presentfactForm ADV
← LUKE ANDREW PAPAELIASAdvisorregistration: current employment
Mar 27, 2025 to presentfactForm ADV
← LUKE PAUL HARRISONAdvisorregistration: current employment
Nov 6, 2024 to presentfactForm ADV
← Ieuan Lewis Evan MartinAdvisorregistration: current employment
Jun 12, 2024 to presentfactForm ADV
← Samuel Robert LeesAdvisorregistration: current employment
Jul 24, 2023 to presentfactForm ADV
← DAVID GREGORY COSTELLOAdvisorregistration: current employment
May 2, 2023 to presentfactForm ADV
← Susan Purcell BlaylockAdvisorregistration: current employment
Jan 26, 2023 to presentfactForm ADV
← PATRICK C MULHERNAdvisorregistration: current employment
Nov 13, 2020 to presentfactForm ADV
← ABBAS RIYAZ SOMJIAdvisorregistration: current employment
Feb 20, 2020 to presentfactForm ADV
← KYLE WILLIAM PETTIGROVEAdvisorregistration: current employment
Aug 13, 2018 to presentfactForm ADV
← KRISTOPHER KARR HECKAdvisorregistration: current employment
Feb 20, 2013 to presentfactForm ADV
← Krishna Devendra GaglaniAdvisorregistration: previous registration
Dec 20, 2023 to Jun 11, 2024factForm ADV
← James HavellAdvisorregistration: previous registration
Sep 1, 2022 to Dec 6, 2022factForm ADV

Controls (3)

← COSTELLO, DAVID, GREGORYOwnerPARTNER, ownership code B, individual
Mar 30, 2016 to Nov 6, 2024factForm ADV
← HECK, KRISTOPHER, KARROwnerMANAGING PARTNER, ownership code C, individual
Dec 18, 2012 to Nov 6, 2024factForm ADV
← EICHHORN, ALEXANDER, WILLIAM RIPOLLOwnerCHIEF COMPLIANCE OFFICER, ownership code C, individual
Feb 13, 2013 to Nov 6, 2024factForm ADV

Owns (3)

← SOMJI, ABBAS, RIYAZOwnerPARTNER, ownership code A, individual
Jun 10, 2022 to Nov 6, 2024factForm ADV
← MULHERN, PATRICK, COwnerPARTNER, ownership code NA, individual
Jun 10, 2022 to Nov 6, 2024factForm ADV
← PETTIGROVE, KYLE, WILLIAMOwnerPARTNER, ownership code A, individual
Dec 18, 2017 to Nov 6, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 24, 2026
Regulatory AUM changed
Tanager Wealth Management reported RAUM $1.6B, up 27% from $1.3B (2025-10-28 to 2026-03-24)
Form ADVobserved 6 days ago
$345M
Occurred
Apr 4, 2025
Regulatory AUM changed
Tanager Wealth Management reported RAUM $1.3B, up 25% from $1.0B (2025-01-21 to 2025-04-04)
Form ADVobserved 6 days ago
$252M
Occurred
Jun 11, 2024
Advisor changed firm
Krishna Devendra Gaglani left Tanager Wealth Management for M Holdings Securities, Inc. (registered 2024-08-13)
Form ADVobserved 6 days ago
Occurred
Mar 8, 2024
Regulatory AUM changed
Tanager Wealth Management reported RAUM $1.0B, up 34% from $752.8M (2024-02-07 to 2024-03-08)
Form ADVobserved 6 days ago
$254M
Occurred
Oct 16, 2023
Control person left
Leland Jeffrey Hedges (Partner) no longer on Schedule A of Tanager Wealth Management (listed 2023-08-29, absent 2023-10-16)
Form ADVobserved 6 days ago
Occurred
Apr 10, 2023
Regulatory AUM changed
Tanager Wealth Management reported RAUM $752.8M, up 423% from $144.0M (2023-04-05 to 2023-04-10)
Form ADVobserved 6 days ago
$609M
Occurred
Mar 24, 2023
Regulatory AUM changed
Tanager Wealth Management reported RAUM $144.0M, down 79% from $681.4M (2023-01-17 to 2023-03-24)
Form ADVobserved 6 days ago
$-537M
Occurred
Dec 6, 2022
Advisor changed firm
James Havell left Tanager Wealth Management for Kestra Advisory Services, Llc (registered 2022-11-29)
Form ADVobserved 6 days ago
Occurred
Mar 21, 2022
Regulatory AUM changed
Tanager Wealth Management reported RAUM $681.4M, up 38% from $494.3M (2021-12-09 to 2022-03-21)
Form ADVobserved 6 days ago
$187M
Occurred
Jun 29, 2021
Regulatory AUM changed
Tanager Wealth Management reported RAUM $494.3M, up 266% from $135.0M (2021-03-31 to 2021-06-29)
Form ADVobserved 6 days ago
$359M
Occurred
Dec 18, 2012
First Form ADV filing
Tanager Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Jan 11, 2023
Tanager Wealth Management reported 0 offices beyond its principal office, down from 10 (2023-01-11 to 2023-01-11)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5db85f7b-2057-3924-d646-80abc4a0c33e
First observed: Dec 18, 2012
Last observed: Jul 22, 2026 2 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.

TANAGER WEALTH MANAGEMENT

TANAGER WEALTH MANAGEMENT LLP, CRD 166084

LONDON

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:5db85f7b-2057-3924-d646-80abc4a0c33e

Data as of Jul 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:56 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KRISTOPHER KARR HECK

n/a

London

n/a

KYLE WILLIAM PETTIGROVE

n/a

PHILADELPHIA, PA

ABBAS RIYAZ SOMJI

Certified Financial Planner

London

PATRICK C MULHERN

n/a

London

Susan Purcell Blaylock

Certified Financial Planner

London

n/a

DAVID GREGORY COSTELLO

n/a

London

n/a

Samuel Robert Lees

n/a

London

n/a

Ieuan Lewis Evan Martin

n/a

London

n/a

LUKE PAUL HARRISON

Chartered Financial Analyst

London

LUKE ANDREW PAPAELIAS

n/a

Houston, TX | LONDON

Benjamin Mark Phillips

n/a

London

Lewis Semakula

n/a

London

n/a

Adam Jacques Mitchell

n/a

London

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COSTELLO, DAVID, GREGORY

Partner

yes

09/2015

Jul 22, 2026

HECK, KRISTOPHER, KARR

MANAGING PARTNER COMPLIANCE OFFICER

yes

07/2012

Jul 22, 2026

EICHHORN, ALEXANDER, WILLIAM RIPOLL

CHIEF COMPLIANCE OFFICER

yes

02/2013

Feb 13, 2013

Nov 6, 2024

MULHERN, PATRICK, C

Partner

01/2021

Jul 22, 2026

PETTIGROVE, KYLE, WILLIAM

Partner

12/2017

Jul 22, 2026

SOMJI, ABBAS, RIYAZ

Partner

01/2021

Jul 22, 2026

City

State

Country

Employees

Also broker-dealer

Philadelphia

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$1.6B

$1.4B

n/a

2024

Apr 4, 2025

$1.3B

$1.1B

n/a

2023

Mar 8, 2024

$1.0B

$808M

n/a

2022

Mar 24, 2023

$144M

$70.8M

n/a

2021

Mar 21, 2022

$681M

$402M

n/a

2020

Mar 31, 2021

$135M

$54.0M

n/a

2019

Mar 24, 2020

$103M

$27.6M

n/a

2018

Mar 5, 2019

$84.8M

$26.3M

n/a

2017

Mar 7, 2018

$72.3M

$19.0M

n/a

2016

Mar 13, 2017

$54.7M

$14.3M

n/a

2015

Mar 30, 2016

$15.8M

$9.8M

n/a

2014

Feb 17, 2015

$25.1M

n/a

2013

Mar 15, 2014

$22.5M

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

$1.6B

$1.3B

27.4%

$144M

123.3%