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Tanara Wealth Management LLC

● SEC registered since 2026CRD 340174SEC# 801-135541Lehi, UT
Export (members)
Reg. AUM
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Employees
15
Accounts
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Location
Lehi, UT

Tanara Wealth Management LLC assets under management

Tanara Wealth Management LLC operates as an SEC-registered investment adviser based in Lehi, UT. The firm has been registered since 2026. It employs 15 people.
www.tanarawm.comView on SEC.gov ↗

Tanara Wealth Management LLC owners & executives

8 reported
NameTitleOwnershipSince
James Brett Belliston ControlFounding PartnerUnder 5%2026
Jeta Family, LLC ControlOwner50-75%2026
Joseph Griffin ControlPresidentUnder 5%2026
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Frequently asked questions

How many employees does Tanara Wealth Management LLC have?

Tanara Wealth Management LLC reports 15 employees.

Where is Tanara Wealth Management LLC located?

Tanara Wealth Management LLC is based in Lehi, UT and has been SEC-registered since 2026.

Does Tanara Wealth Management LLC disclose fund performance?

Tanara Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3301 N Thanksgiving Way, Suite 425, Lehi, UT 84048
Phone801-653-0564
Office hours8:30 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo