TANARA WEALTH MANAGEMENT LLC of LEHI, UT is an SEC-registered investment adviser (CRD 340174). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.
| 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 | — |