TAR RIVER WEALTH PLANNING, LLC of LOUISBURG, NC is an SEC-registered investment adviser (CRD 328530). Regulatory assets under management: $401.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations.
| Name | Role | Location |
|---|---|---|
| Arturo Ynocencio Casanova Lumpkin | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| James "Tripp" Parker Lumpkin | CHIEF MARKETING OFFICER | — |
| Louis Alfred Wheless | CHIEF FINANCIAL OFFICER | — |
| Lumpkin Arturo Ynocencio Casanova | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| LUMPKIN JAMES TRIPP PARKER | CHIEF FINANCIAL OFFICER; CHIEF MARKETING OFFICER | — |
| WHELESS LOUIS ALFRED | CHIEF FINANCIAL OFFICER | — |