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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-17-2023
- Office Locations
- 1
Office Locations
About Tara Wealth
TARA Wealth is an independent fiduciary RIA providing comprehensive financial planning and Total Wealth Management for busy professionals, families, and business owners building long-term wealth. Services integrate investment management with tax planning, estate/wealth-transfer strategies, and charitable giving, using an evidence-based, planning-first approach. Serves clients nationally with teams in San Diego and Durham; custody includes Charles Schwab.
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Owner & Executives
AMANDA MARIE DARGIE DECESAR
Chief Compliance Officer, Financial Advisor
- CRD
- #5260376
- Ownership
- 50% but less than 75%
Amber Schiffert
Financial Advisor
- CRD
- #6864671
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,395,135 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,395,135 | -- |
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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 |
| Total | Available | Available |
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