$489.0M Total AUM
$489.0M Disc. AUM
19.3% 3Y CAGR
5 Employees
581 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2018
- Office Locations
- 2
Office Locations
1101 West River St. STE 170 Boise ID
3232 E Barber Valley Drive Boise ID
About Wood Tarver Financial
Wood Tarver Financial is a Boise, Idaho RIA providing holistic wealth management and financial planning for investors and pre-retirees, individuals/families, and business owners. The firm builds customized portfolios (often ETF-based), operates as a fiduciary, and emphasizes simple, transparent fees with no commissions or hidden investment charges, plus ongoing client education events.
Team overview
30 AVG AGE
$244.5M AVG AUM / ADVISOR
$841.6K AVG AUM / CLIENT
4.6 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
E
ERIC MARSHALL TARVER
Chief Compliance Officer
- CRD
- #6931440
- Ownership
- Less than 5%
Available
Available
Available
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Jordan Boyd
Operations Associate
- CRD
- #7710536
Available
Available
Available
N
Nathan D Tarver
Financial Advisor
- CRD
- #7311687
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $488,986,837 | $318,144 |
| Non-Discretionary | $0 | -- |
| Total | $488,986,837 | $318,144 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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