TAG WEALTH ADVISORS

TAG WEALTH ADVISORS is an SEC-registered investment adviser (CRD 298446). Regulatory assets under management: $35.7M.

Registration

• CRD: 298446
• Type: Registered investment adviser
• Phone: 612-328-9914
• Latest filing: 2026-03-09
• Regulatory AUM: $35.7M
• Discretionary AUM: $12.4M
• Non-discretionary AUM: $23.4M
• Clients: 2
• Accounts: 96

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298446 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search