|
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| TAR River Wealth Planning LLC
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|
|
|---|---|
| CRD # | 328530 |
| SEC # | 801-129188 |
| CIK # | |
| AUM | $401.2 M (2026-02-02) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 919-496-1511 |
| Address | 109 N Main St Louisburg, NC 27549-9998 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 373 | 100.0 |
| (b) Individuals (high net worth individuals) | 96 | 269.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 27.7 |
| (h) Charitable organizations | 6 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,283 | 401.2 |
| By Discretionary | ||
| Discretionary | 944 | 259.5 |
| Non-Discretionary | 339 | 141.6 |
| Total | 1,283 | 401.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 401.2 | |
| Total | 1,283 | 401.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Guerra Advisors Inc
✚
|
FL | 0.4 |
|
Naples Asset Management Co LLC
✚
|
NC | 0.4 |
|
Axiom Financial Strategies Group LLC
✚
|
IN | 0.4 |
|
Cloud Investments LLC
✚
|
AL | 0.4 |
|
Mainsail Financial Group LLC
✚
|
WA | 0.4 |
|
Raleigh Capital Management Inc
✚
|
NC | 0.4 |
|
Webb Advisors Incorporated
✚
|
MN | 0.4 |
|
Beacon Financial Planning Inc
✚
|
MA | 0.4 |
|
Howard Wealth Management LLC
✚
|
0.4 | |
|
Fortune Wealth Management LLC
✚
|
TX | 0.4 |