T
$1.1B Total AUM
$494.2M Disc. AUM
-- 3Y CAGR
15 Employees
390 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-12-2026
- Office Locations
- 2
Office Locations
3301 N Thanksgiving WAY Suite 425 Lehi UT
-- St. Augustine FL
About Tanara Wealth Management LLC
Tanara Wealth Management LLC is a Lehi-based RIA with 2 offices. The firm has been operating for 0 years. Managing $1.1B in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$218.6M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
0.3 yrs AVG TENURE
15 Employees
5 Advisory Reps
5 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
J
JAMES BRETT BELLISTON
FOUNDING PARTNER
- CRD
- #2402952
- Ownership
- Less than 5%
Available
Available
Available
W
WALTER JOSEPH GRIFFIN
President
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 4 owners & executives
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Brock Kelson Alvord
--
- CRD
- #7629662
Available
Available
Available
Alex Phillip Graham
--
- CRD
- #7247089
Available
Available
Available
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $494,192,946 | -- |
| Non-Discretionary | $599,017,559 | -- |
| Total | $1,093,210,505 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Public Funds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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