SourcingSourcing

TANARA WEALTH MANAGEMENT LLC

C37
CRD 340174·SEC 801-135541·LEHI, UT
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TANARA WEALTH MANAGEMENT LLC
CRD
340174
SEC file #
801-135541
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
15
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
—
Primary office
LEHI UT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
tanarawm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JETA FAMILY, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
JETA FAMILY, LLC
L3 INVESTMENTS, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TANARAWM.COM
Rdap Domain Creation Date
2025-11-19T23:31:37Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-11-19T23:31:37Z
Rdap Domain Last Changed
2025-11-19T23:31:42Z
Rdap Nameservers
Elaine.ns.cloudflare.comJames.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (8)

8
BELLISTON, JAMES, BRETT
IAR · Executive Officer · 2.5%
2402952
LOWE, ROGER, ZEBULUN
IAR · Executive Officer · 2.5%
5827761
GRIFFIN, WALTER, JOSEPH
Executive Officer · 2.5%
6911936
PAUL, PENNY, GAY
Executive Officer · 2.5%
7544384
MASON G MILES
IAR
7750075
Alex Phillip Graham
IAR
7247089
Tyler Marc Thompson
IAR
7423184
Brock Kelson Alvord
IAR
7629662