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| Happy Holidays!! thanks for using AUM13F!! |
| Tanager Wealth Management LLP
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| CRD # | 166084 |
| SEC # | 801-77494 |
| CIK # | 0001892929 |
| AUM | $1.3 B (2025-04-04) |
| Employees | 27 (48% Investors, 0% Brokers) |
| Phone | 02039656330 |
| Address | 7th Floor, East Wing London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001892929 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 20.1 | ||
| Apple Inc | 14.8 | ||
| Microsoft Corp | 11.8 | ||
| Centessa Pharmaceuticals PLC | 7.9 | ||
| Facebook Inc | 5.4 | ||
| Amazon Com Inc | 5.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 401 | 171.4 |
| (b) Individuals (high net worth individuals) | 348 | 979.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 58.1 |
| (h) Charitable organizations | 1 | 5.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 166 | 45.0 |
| Total | 2,682 | 1,259.4 |
| By Discretionary | ||
| Discretionary | 2,489 | 1,108.6 |
| Non-Discretionary | 193 | 150.7 |
| Total | 2,682 | 1,259.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 115.4 | |
| United States Persons | 1,143.9 | |
| Total | 2,682 | 1,259.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001892929] |
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|---|---|---|
|
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NC | 1.3 |
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Bay Colony Advisory Group Inc
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MA | 1.3 |
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CornerStone Capital Inc
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Penn Davis McFarland Inc
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TX | 1.3 |
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True Private Wealth Advisors LLC
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OR | 1.3 |
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Fiduciary Services LLC
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River Wealth Advisors LLC
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PA | 1.3 |
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Ironsides Asset Advisors LLC
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NC | 1.3 |
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Meridian Wealth Partners LLC
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PA | 1.3 |
|
Legacy Financial Advisors Inc
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KY | 1.3 |