DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

T•••••• W••••• M•••••••••

Independent wealth managerLondon, CRD 166084SEC 801-77494website IAPD

Legal name T•••••• W••••• M••••••••• L••

Latest filing Jul 22, 2026

First filing on the tape Dec 18, 2012 · 50 filings

SEC status approved since Jan 8, 2013

RAUM

$1.6B

reported, Item 5.F

Discretionary

90%

of RAUM

Private clients

83%

$1.3B individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$123M

derived; firm RAUM over IAPD count

Employees

16 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

50 filings and snapshots on the tape

RAUM$1.6B as of Jul 22, 2026

Mar 15, 2014$22.5M then

HNW client RAUM$1.1B as of Jul 22, 2026

Mar 7, 2018$20.1M then

State-registered IARs (5.B.3)13 as of Jul 22, 2026

Mar 15, 20142 then

Employees (5.A)47 as of Jul 22, 2026

Mar 15, 20143 then

Private funds: no history

RAUM +27% over the last fiscal year+123% a year over threeIARs 10 to 13

Practice profile

derived from the filing of Jul 22, 2026; every figure names its basis

Archetypes, each a printed rule

HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control

RAUM per advisor: $123MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 62derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $3.1MderivedHNW RAUM over HNW clients
Average account: $507,574derivedRAUM over accounts (5.F.2.f)
Discretionary: 90%derivedof RAUM
Institutional: 5.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 3.6derivedItem 5.A over advisors
Advisors per office: 4.3derived3 offices incl. principal (1.F.5)
RAUM growth, one year: +27%derivedbetween the last two annual amendments
Advisor growth, one year: +20%derivedItem 5.B.3 between annual amendments
Client growth, one year: +6.9%derived
Compensation: percentage of assets, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$1.1B79%
Individuals$205M14%
Pension and profit-sharing plans$78.4M5.5%
Charitable organizations$12.8M0.9%

Individual clients: 443reported
HNW clients: 358reported
Pension plan clients: 1reported
Charitable clients: 1reported
Accounts: 3,161reported
Financial planning clients: 101-250reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, fixedreported
Class basis: private_client_share=0.83 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

13 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
K••••••••• K••• H•••	London	Feb 20, 2013	24 y	0
K••• W•••••• P•••••••••	Philadelphia, Pa	Aug 13, 2018	12 y	1
A•••• R•••• S••••Certified Financial Planner	London	Feb 20, 2020	15 y	1
P•••••• C• M••••••	London	Nov 13, 2020	13 y	2
S•••• P•••••• B•••••••Certified Financial Planner	London	Jan 26, 2023	12 y	0
D•••• G•••••• C•••••••	London	May 2, 2023	26 y	0
S••••• R••••• L•••	London	Jul 24, 2023	12 y	0
I•••• L•••• E••• M•••••	London	Jun 12, 2024	12 y	0
L••• P••• H•••••••Chartered Financial Analyst	London	Nov 6, 2024	14 y	2
L••• A••••• P••••••••	Houston, Tx	Mar 27, 2025	10 y	2
B••••••• M••• P•••••••	London	Jan 13, 2026	10 y	2
L•••• S•••••••	London	Mar 13, 2026	11 y	0
A••• J•••••• M•••••••	London	Jul 7, 2026	11 y	2

Advisor movement

0 left, 2 joined in 12 months

net +2 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months

Left, latest

K•••••• D••••••• G•••••• to M• H••••••• S••••••••• I•••
Jun 11, 2024 · RIA to affiliated broker-dealer or bank
J•••• H••••• to K••••• A••••••• S•••••••• L••
Dec 6, 2022 · RIA to affiliated broker-dealer or bank

Joined, latest

A••• J•••••• M••••••• from S•••••••• A••••••• L••
Jul 7, 2026 · Affiliated broker-dealer or bank to independent RIA
B••••••• M••• P••••••• from C•••••••• W•••••
Jan 13, 2026 · RIA to RIA
L••• A••••• P•••••••• from G•••••• W••••• S••••••••• L••
Mar 27, 2025 · Other
L••• P••• H••••••• from P••••••• P•••••• W••••• A•
Nov 6, 2024 · Other
J•••• H••••• from K••••• A••••••• S•••••••• L••
Sep 1, 2022 · Affiliated broker-dealer or bank to independent RIA
P•••••• C• M•••••• from U•• F•••••••• S••••••• I•••
Nov 13, 2020 · Wirehouse to independent RIA
A•••• R•••• S•••• from A••••••••• L••
Feb 20, 2020 · RIA to RIA
K••• W•••••• P••••••••• from W•••• G••••
Aug 13, 2018 · Other

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

C•••••••• D••••• G•••••• · Partnercontrol
since 09/2015 · owns 10% to 25%
E•••••••• A••••••••• W•••••• R••••• · Chief Compliance Officercontrol
since 02/2013 · owns 25% to 50%
H•••• K••••••••• K••• · Managing Partner Compliance Officercontrol
since 07/2012 · owns 25% to 50%
M••••••• P••••••• C• · Partner
since 01/2021 · owns less than 5%
P••••••••• K•••• W•••••• · Partner
since 12/2017 · owns 5% to 10%
S••••• A••••• R•••• · Partner
since 01/2021 · owns 5% to 10%

Related persons

Schedule D 7.A

No related person reported.

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
London	0	0	0

Offices

Schedule D 1.F, the 25 largest

Philadelphia, PA1 employees

ADV anomalies

2 against comparable advisers; where to look, not conclusions

control person changedChange between filings · filing Jul 22, 2026
E•••••••• A••••••••• W•••••• R••••• (CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2022-06-10 and 2026-07-22
peers: independent wealth managers, $1B to $5B (1,362)
employee count surgeChange between filings · filing Mar 24, 2026
employees (Item 5.A) moved from 27.0 to 46.0 (+70.0%) between the annual amendments of 2025-04-04 and 2026-03-24; the peer median change was +4.0% (1050 comparable advisers, 98.0th percentile of changes)
peers: independent wealth managers, $1B to $5B (1,050) · 98% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Advisory employees · 15 to 16
Mar 24, 2026 to Jul 22, 2026
Employees · 46 to 47
Mar 24, 2026 to Jul 22, 2026
State-registered IARs · 12 to 13
Mar 24, 2026 to Jul 22, 2026
Accounts · 2,682 to 3,161
Oct 28, 2025 to Mar 24, 2026
Advisory employees · 13 to 15
Oct 28, 2025 to Mar 24, 2026
HNW clients · 348 to 358
Oct 28, 2025 to Mar 24, 2026
Individual clients · 401 to 443
Oct 28, 2025 to Mar 24, 2026
Employees · 44 to 46
Oct 28, 2025 to Mar 24, 2026
Financial planning clients · 51-100 to 101-250
Oct 28, 2025 to Mar 24, 2026
State-registered IARs · 10 to 12
Oct 28, 2025 to Mar 24, 2026
Discretionary RAUM · $1.1B to $1.4B
Oct 28, 2025 to Mar 24, 2026
HNW RAUM · $979M to $1.1B
Oct 28, 2025 to Mar 24, 2026
Individual RAUM · $171M to $205M
Oct 28, 2025 to Mar 24, 2026
Non-discretionary RAUM · $151M to $161M
Oct 28, 2025 to Mar 24, 2026
Pension RAUM · $58.1M to $78.4M
Oct 28, 2025 to Mar 24, 2026
RAUM · $1.3B to $1.6B
Oct 28, 2025 to Mar 24, 2026
Employees · 27 to 44
Apr 4, 2025 to Oct 28, 2025
Accounts · 2,339 to 2,682
Jan 21, 2025 to Apr 4, 2025
Advisory employees · 12 to 13
Jan 21, 2025 to Apr 4, 2025
HNW clients · 285 to 348
Jan 21, 2025 to Apr 4, 2025
Individual clients · 391 to 401
Jan 21, 2025 to Apr 4, 2025
Employees · 26 to 27
Jan 21, 2025 to Apr 4, 2025
Financial planning clients · 1-10 to 51-100
Jan 21, 2025 to Apr 4, 2025
State-registered IARs · 9 to 10
Jan 21, 2025 to Apr 4, 2025
Discretionary RAUM · $808M to $1.1B
Jan 21, 2025 to Apr 4, 2025
HNW RAUM · $749M to $979M
Jan 21, 2025 to Apr 4, 2025
Individual RAUM · $165M to $171M
Jan 21, 2025 to Apr 4, 2025
Non-discretionary RAUM · $199M to $151M
Jan 21, 2025 to Apr 4, 2025
Pension RAUM · $52.5M to $58.1M
Jan 21, 2025 to Apr 4, 2025
RAUM · $1.0B to $1.3B
Jan 21, 2025 to Apr 4, 2025
HQ state · unset to
Nov 6, 2024 to Jan 21, 2025
Other offices · 1 to 2
Nov 6, 2024 to Jan 21, 2025
Advisory employees · 11 to 12
Oct 4, 2024 to Nov 6, 2024
Employees · 25 to 26
Oct 4, 2024 to Nov 6, 2024
State-registered IARs · 8 to 9
Oct 4, 2024 to Nov 6, 2024
Advisory employees · 12 to 11
Sep 3, 2024 to Oct 4, 2024
Employees · 26 to 25
Sep 3, 2024 to Oct 4, 2024
State-registered IARs · 9 to 8
Sep 3, 2024 to Oct 4, 2024
Advisory employees · 13 to 12
Jul 2, 2024 to Sep 3, 2024
Employees · 27 to 26
Jul 2, 2024 to Sep 3, 2024

Signals

12 dated events

T•••••• W••••• M••••••••• reported RAUM $1.6B, up 27% from $1.3B (2025-10-28 to 2026-03-24)
Mar 24, 2026 · RAUM change · derived
T•••••• W••••• M••••••••• reported RAUM $1.3B, up 25% from $1.0B (2025-01-21 to 2025-04-04)
Apr 4, 2025 · RAUM change · derived
K•••••• D••••••• G•••••• left T•••••• W••••• M••••••••• for M• H••••••• S••••••••• I••• (registered 2024-08-13)
Jun 11, 2024 · Advisor changed firm · fact
T•••••• W••••• M••••••••• reported RAUM $1.0B, up 34% from $752.8M (2024-02-07 to 2024-03-08)
Mar 8, 2024 · RAUM change · derived
Leland Jeffrey Hedges (Partner) no longer on Schedule A of T•••••• W••••• M••••••••• (listed 2023-08-29, absent 2023-10-16)
Oct 16, 2023 · Control person left · inference
T•••••• W••••• M••••••••• reported RAUM $752.8M, up 423% from $144.0M (2023-04-05 to 2023-04-10)
Apr 10, 2023 · RAUM change · derived
T•••••• W••••• M••••••••• reported RAUM $144.0M, down 79% from $681.4M (2023-01-17 to 2023-03-24)
Mar 24, 2023 · RAUM change · derived
T•••••• W••••• M••••••••• reported 0 offices beyond its principal office, down from 10 (2023-01-11 to 2023-01-11)
Jan 11, 2023 · Office count change · derived
J•••• H••••• left T•••••• W••••• M••••••••• for K••••• A••••••• S•••••••• L•• (registered 2022-11-29)
Dec 6, 2022 · Advisor changed firm · fact
T•••••• W••••• M••••••••• reported RAUM $681.4M, up 38% from $494.3M (2021-12-09 to 2022-03-21)
Mar 21, 2022 · RAUM change · derived
T•••••• W••••• M••••••••• reported RAUM $494.3M, up 266% from $135.0M (2021-03-31 to 2021-06-29)
Jun 29, 2021 · RAUM change · derived
T•••••• W••••• M••••••••• filed its initial SEC registration (Form ADV)
Dec 18, 2012 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business phone: 215-298-9042reportedpublished by the firm, firm site, Sep 15, 2026
Website: T••••••WEALTH.COMreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone: 020 3965 6330reportedpublic record, Form ADV, Jul 22, 2026
Contact form: tanagerwealth.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $123Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026