CRD: 328530
TAR River Wealth Planning, LLC
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-08-2023
- Office Locations
- 1
Office Locations
About TAR River Wealth Planning, LLC
Tar River Wealth Planning is an independent RIA in Louisburg, NC providing personalized wealth management and financial planning. The team serves business owners, corporate retirement plans, families, family offices, and retirees, coordinating with clients’ attorneys and accountants. Advice spans retirement, education, estate/charitable and trust planning, risk management, and investment strategy including fixed income. Client portal access is available via Raymond James.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Arturo Ynocencio Casanova Lumpkin
Chief Compliance Officer, Chief Executive Officer, Financial Consultant, Operations Manager
- CRD
- #5373714
- Ownership
- 25% but less than 50%
JAMES "TRIPP" PARKER LUMPKIN III
CHIEF MARKETING OFFICER
- CRD
- #4565582
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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JAMES PARKER LUMPKIN II
--
- CRD
- #1245480
Reed Alfred Wheless
Financial Advisor
- CRD
- #7801563
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $259,542,797 | $274,939 |
| Non-Discretionary | $141,636,818 | $417,808 |
| Total | $401,179,615 | $312,689 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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