TAN WEALTH MANAGEMENT

TAN WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 297062).

Registration

• CRD: 297062
• Type: Registered investment adviser
• Phone: 4157792778
• Latest filing: 2026-02-18
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297062 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search