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⚲
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| Wood Tarver Financial Group LLC
✚
| |
|---|---|
| CRD # | 298793 |
| SEC # | 801-114226 |
| CIK # | |
| AUM | $357.2 MM (2024-01-30) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 208-343-2001 |
| Address | 1101 West River Street Boise, ID 83702 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 384 | 111.7 |
| (b) Individuals (high net worth individuals) | 77 | 241.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 4.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,590 | 357.2 |
| By Discretionary | ||
| Discretionary | 1,590 | 357.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,590 | 357.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 357.2 | |
| Total | 1,590 | 357.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rosecap Investment Advisors LLC
✚
|
CO | 0.4 |
|
Titan Retirement Advisors LLC
✚
|
TX | 0.4 |
|
Granite Bay Wealth Management LLC
✚
|
NH | 0.4 |
|
True North Retirement Advisors LLC
✚
|
OR | 0.4 |
|
Paradigm Wealth Advisory LLC
✚
|
NJ | 0.4 |
|
TrueWealth Advisors LLC
✚
|
AL | 0.4 |
|
Rainsberger Wealth Advisors Inc
✚
|
CO | 0.4 |
|
Prime Quadrant US LLC
✚
|
0.4 | |
|
Union Square Investment Co
✚
|
CA | 0.4 |
|
Investors Asset Management of Georgia Inc
✚
|
GA | 0.4 |