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.

Firm class

independent wealth managerderivedprivate_client_share=0.82 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$1.1BItem 5.F on the latest filing (2026-08-10); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$494M

Private client RAUM

$896MderivedItem 5.D individuals plus high net worth individuals

Private client share

82%derivedprivate client RAUM over total RAUM

Advisors on IAPD

7

RAUM per advisor

$156Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

15

Advisory employees

5

Offices

2Schedule D 1.F, beyond the principal office

Accounts

2,612

Individual clients

252

High net worth clients

114

SEC number

801-135541

CRD

340174

Filings on the tape

3

First filed

Mar 9, 2026

Latest filed

Aug 10, 2026

Organised

Limited Liability Company, UT

Website

tanarawm.com

• Occurred

  Apr 2, 2026
  Team lift-out

  4 advisors left Andina Advisors (Logan, UT) for Tanara Wealth Management LLC within 6 days

  Form ADVobserved 5 days ago
  4 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f303b57b-e46f-2a9c-6bce-8d6ba4cbde01

First observed

Mar 9, 2026

Last observed

Aug 10, 2026 41 days 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.