# TANARA WEALTH MANAGEMENT LLC

TANARA WEALTH MANAGEMENT LLC of LEHI, UT is an SEC-registered investment adviser.

## Registration

- CRD: 340174
- Type: SEC-registered investment adviser
- SEC file number: 801-135541
- Location: 3301 N THANKSGIVING WAY, SUITE 425, LEHI, UT, 84048
- Phone: 801-653-0564
- Latest filing: 2026-07-13
- Regulatory AUM: $1.1B
- Discretionary AUM: $494.2M
- Non-discretionary AUM: $599.0M
- Clients: 15
- Accounts: 2,612

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| James Brett Belliston | FOUNDING PARTNER; SOLE OWNER / MANAGING MEMBER | Lehi, UT |
| Joseph Griffin | PRESIDENT | New York, NY |
| Roger Zebulun Lowe | FOUNDING PARTNER, CEO; SOLE OWNER / MANAGING MEMBER | — |
| Penny Paul | CHIEF COMPLIANCE OFFICER | Lehi, UT |
| Penny Gay Paul | CHIEF COMPLIANCE OFFICER | — |
| Walter Joseph Griffin | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/340174/brochure
- Similar advisers: https://search.stillhousedata.com/firm/340174/similar
- Related entities: https://search.stillhousedata.com/firm/340174/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/340174

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.