| Name | Title | Ownership | Since |
|---|---|---|---|
| Arturo Ynocencio Casanova Lumpkin Control | Chief Executive Officer And Chief Compliance Officer | 25-50% | 2023 |
| James "tripp" Parker Lumpkin Control | Chief Marketing Officer | 25-50% | 2024 |
| Louis Alfred Wheless Control | Chief Financial Officer | 25-50% | 2023 |
Tar River Wealth Planning, LLC reports $370.3 million in regulatory assets under management on its Form ADV.
Tar River Wealth Planning, LLC reports 9 employees.
Tar River Wealth Planning, LLC is based in Louisburg, NC and has been SEC-registered since 2023.
Tar River Wealth Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 109 N Main St, Louisburg, NC 27549-9998 |
| Phone | 919-496-1511 |
| Office hours | 9-5 M-Th, 9-4 F |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $240.3M |
| Non-discretionary | $130M |
| Total (RAUM) | $370.3M |