This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-08-2013
- Office Locations
- 3
Office Locations
About Tanager Wealth Management
Tanager Wealth Management is a cross-border wealth manager serving British-American and other US-connected households, including Americans in the UK and UK expats in the US. The team provides integrated financial planning and investment management across US/UK tax, pensions, and estate considerations, with an ESG/sustainable investing lens. Advisors are dual US- and UK-qualified, with offices in London and the US.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ALEXANDER WILLIAM RIPOLL EICHHORN
Chief Compliance Officer
- CRD
- --
- Ownership
- 25% but less than 50%
KRISTOPHER KARR HECK
Financial Advisor, Managing Partner
- CRD
- #4508090
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
Unlock allContacts
Susan Purcell Blaylock
Financial Advisor, General Partner
- CRD
- #7689128
LUKE PAUL HARRISON
Consultant
- CRD
- #6095544
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,443,373,954 | $479,367 |
| Non-Discretionary | $161,066,468 | $1,073,776 |
| Total | $1,604,440,422 | $507,574 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing