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.

Current firm

TANAGER WEALTH MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65

First exam

Jun 6, 2023

First registration

Aug 3, 2023

Dual registered

no

IAPD individual key

7792118

• Occurred

  Dec 4, 2024
  Advisor changed firm

  Luke Andrew Papaelias left Gessner Wealth Strategies Llc for Tanager Wealth Management (registered 2025-03-27)

  Form ADVobserved 5 days ago
• Occurred

  Jun 27, 2024
  Advisor changed firm

  Luke Andrew Papaelias left Cross Border Wealth, Llc for Gessner Wealth Strategies Llc (registered 2024-09-24)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e1eca04f-61c8-d283-dbea-3de6ca5e8599

First observed

Aug 3, 2023

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed 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.