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.
SEC-registered adviser
Wood Tarver Financial
Legal name Wood Tarver Financial Group, LLC
Latest filing Apr 1, 2026
First filing on the tape Oct 1, 2018 · 28 filings
SEC status approved since Nov 1, 2018
RAUM
$489M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
94%
$462M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$97.8M
derived; firm RAUM over IAPD count
Employees
5
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$489M as of Apr 1, 2026
Mar 27, 2019$150M then
HNW client RAUM$339M as of Apr 1, 2026
Mar 27, 2019$75.0M then
State-registered IARs (5.B.3)2 as of Apr 1, 2026
Mar 27, 20192 then
Employees (5.A)5 as of Apr 1, 2026
Mar 27, 20195 then
Private funds: no history
RAUM +25% over the last fiscal year+20% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Apr 1, 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
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $97.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 115derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.3MderivedHNW RAUM over HNW clients
- Average account
- $318,144derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 5.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +25%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +9.5%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, educational seminarsreportedItem 5.G
- Wrap fee program
- $230MreportedItem 5.I
- Custody
- $162M, 524 clientsreportedItem 9.A
- 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
- buys or sells securities as principal to or from clients (8.A.2)
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$339M69%
- Individuals$123M25%
- Pension and profit-sharing plans$26.9M5.5%
- Corporations and businesses$190,3880.0%
- Individual clients
- 427reported
- HNW clients
- 148reported
- Pension plan clients
- 5reported
- Charitable clients
- 0reported
- Accounts
- 1,537reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $162M for 524 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.94 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| David Marshall Tarver | Boise, Id | Jan 14, 2004 | 35 y | 0 |
| Eric Marshall Tarver | Boise, Id | Nov 1, 2018 | 10 y | 0 |
| Amanda Leigh Writer | Boise, Id | Feb 9, 2021 | 12 y | 1 |
| Nathan D TarverCertified Financial Planner | Boise, Id | Oct 13, 2023 | 10 y | 1 |
| Jordan Boyd | Boise, Id | Dec 20, 2023 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Nathan D Tarver from Paladini Financial Advisors, LLCOct 13, 2023 · RIA to RIA
- Amanda Leigh Writer from Rw Investment Management LLCFeb 9, 2021 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Marshall Eric Tarver · Chief Compliance Officercontrolsince 04/2019 · owns 75% or more
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 |
|---|---|---|---|---|---|
| Boise, Id · principal | 5 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,429 to 1,537Aug 20, 2025 to Mar 5, 2026
- Charity clients · 1 to 0Aug 20, 2025 to Mar 5, 2026
- Corporate clients · 0 to 1Aug 20, 2025 to Mar 5, 2026
- HNW clients · 132 to 148Aug 20, 2025 to Mar 5, 2026
- Individual clients · 393 to 427Aug 20, 2025 to Mar 5, 2026
- Pension plan clients · 0 to 5Aug 20, 2025 to Mar 5, 2026
- Assets in custody · $116M to $162MAug 20, 2025 to Mar 5, 2026
- Discretionary RAUM · $390M to $489MAug 20, 2025 to Mar 5, 2026
- HNW RAUM · $280M to $339MAug 20, 2025 to Mar 5, 2026
- Individual RAUM · $110M to $123MAug 20, 2025 to Mar 5, 2026
- Pension RAUM · $0 to $26.9MAug 20, 2025 to Mar 5, 2026
- RAUM · $390M to $489MAug 20, 2025 to Mar 5, 2026
- Accounts · 1,590 to 1,429Nov 27, 2024 to Mar 10, 2025
- HNW clients · 77 to 132Nov 27, 2024 to Mar 10, 2025
- Individual clients · 384 to 393Nov 27, 2024 to Mar 10, 2025
- Assets in custody · $0 to $116MNov 27, 2024 to Mar 10, 2025
- Custody of client assets · false to trueNov 27, 2024 to Mar 10, 2025
- Financial planning clients · 251-500 to 251-500Nov 27, 2024 to Mar 10, 2025
- Discretionary RAUM · $357M to $390MNov 27, 2024 to Mar 10, 2025
- HNW RAUM · $242M to $280MNov 27, 2024 to Mar 10, 2025
- Individual RAUM · $112M to $110MNov 27, 2024 to Mar 10, 2025
- RAUM · $357M to $390MNov 27, 2024 to Mar 10, 2025
- Accounts · 1,285 to 1,590Jan 18, 2023 to Jan 30, 2024
- Advisory employees · 1 to 2Jan 18, 2023 to Jan 30, 2024
- Employees · 4 to 5Jan 18, 2023 to Jan 30, 2024
- State-registered IARs · 1 to 2Jan 18, 2023 to Jan 30, 2024
- Discretionary RAUM · $280M to $357MJan 18, 2023 to Jan 30, 2024
- HNW RAUM · $161M to $242MJan 18, 2023 to Jan 30, 2024
- Individual RAUM · $115M to $112MJan 18, 2023 to Jan 30, 2024
- RAUM · $280M to $357MJan 18, 2023 to Jan 30, 2024
- Accounts · 1,230 to 1,285Nov 8, 2022 to Jan 18, 2023
- Charity clients · 4 to 1Nov 8, 2022 to Jan 18, 2023
- HNW clients · 70 to 77Nov 8, 2022 to Jan 18, 2023
- Individual clients · 300 to 384Nov 8, 2022 to Jan 18, 2023
- Discretionary RAUM · $285M to $280MNov 8, 2022 to Jan 18, 2023
- HNW RAUM · $145M to $161MNov 8, 2022 to Jan 18, 2023
- Individual RAUM · $134M to $115MNov 8, 2022 to Jan 18, 2023
- RAUM · $285M to $280MNov 8, 2022 to Jan 18, 2023
- Legal name · KELLY WOOD FINANCIAL GROUP, LLC to WOOD TARVER FINANCIAL GROUP, LLCNov 8, 2022 to Nov 8, 2022
- Advisory employees · 2 to 1Jan 12, 2022 to Jul 6, 2022
Signals
3 dated events
- Aaron Kelly Wood (Managing Member) no longer on Schedule A of Wood Tarver Financial (listed 2022-01-12, absent 2022-07-06)Jul 6, 2022 · Control person left · inference
- Marshall Eric Tarver (Chief Compliance Officer) appeared on Schedule A of Wood Tarver FinancialApr 26, 2019 · Control person joined · fact
- Wood Tarver Financial filed its initial SEC registration (Form ADV)Oct 1, 2018 · 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
- 208-343-2001reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/wood-financial-group-rjfsreportedpublic record, Form ADV, Sep 17, 2026
- Website
- woodtarverfinancial.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 208-343-2001reportedpublic record, Form ADV, Apr 1, 2026
- Contact form
- woodtarverfinancial.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- woodtarverfinancial.com/meet-the-teamreportedpublished by the firm, firm site, Sep 16, 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
- $97.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026