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| Happy Holidays!! thanks for using AUM13F!! |
| TAR River Wealth Planning LLC
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| CRD # | 328530 |
| SEC # | 801-129188 |
| CIK # | |
| AUM | $370.3 M (2025-03-18) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 919-496-1511 |
| Address | 109 N Main St Louisburg, NC 27549-9998 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 365 | 92.1 |
| (b) Individuals (high net worth individuals) | 92 | 248.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 26.2 |
| (h) Charitable organizations | 5 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 2.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,326 | 370.3 |
| By Discretionary | ||
| Discretionary | 988 | 240.3 |
| Non-Discretionary | 338 | 130.0 |
| Total | 1,326 | 370.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 370.3 | |
| Total | 1,326 | 370.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Yeomans Consulting Group Inc
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|
GA | 0.4 |
|
Harlow Wealth Management Inc
✚
|
WA | 0.4 |
|
Axiom Financial Strategies Group LLC
✚
|
IN | 0.4 |
|
Dickmeyer Boyce Financial Management Inc
✚
|
IN | 0.4 |
|
Webb Advisors Incorporated
✚
|
MN | 0.4 |
|
Vermillion Financial Advisors Inc
✚
|
IL | 0.4 |
|
Goodman Advisory Group LLC
✚
|
MA | 0.4 |
|
Smart Money Group LLC
✚
|
TX | 0.4 |
|
Eagle Wealth Management Group Inc
✚
|
CA | 0.4 |
|
Second Half Financial Partners LLC
✚
|
FL | 0.4 |