TANAGER WEALTH MANAGEMENT

Legal name: TANAGER WEALTH MANAGEMENT LLP

CRD 166084File 801-77494

APPROVED

Retail clients

Filing as of Jul 22, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$1.60B

Top 25% of cohort (national)

Discretionary AUM

$1.44B

Non-discretionary $161.1M

Clients

803

3,161 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Limited Liability Partnership
Firm type: Registered
SEC region: HQ
Registration date: Jan 8, 2013
Principal office: 7TH FLOOR, EAST WING, VINTNERS PLACE, 68 UPPER THAMES STREET, LONDON, EC4V 3BJ
Phone: 020 3965 6330
Website: HTTP://WWW.TANAGERWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.60B
Discretionary AUM: $1.44B
Non-discretionary AUM: $161.1M
Discretionary accounts: 3,011
Non-discretionary accounts: 150
Total accounts: 3,161
AUM per client: $2.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$12.8M
High net worth individuals	358	$1.12B
Pension and profit sharing plans	Fewer than 5	$78.4M
Individuals (other than high net worth individuals)	443	$204.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Aug 17, 2026	Clients	1,052	803	decreased by249
Aug 1, 2026	Employees	46	47	increased by1
Apr 1, 2026	Employees	44	46	increased by2
Apr 1, 2026	Clients	917	1,052	increased by135
Apr 1, 2026	AUM	$1,259,359,198	$1,604,440,422	increased by$345,081,224
Apr 1, 2026	Accounts	2,682	3,161	increased by479
Dec 1, 2025 vs May 1, 2025	Employees	27	44	increased by17
May 1, 2025 vs Oct 1, 2022	Employees	22	27	increased by5
May 1, 2025 vs Oct 1, 2022	Clients	2,063	917	decreased by1,146
May 1, 2025 vs Oct 1, 2022	AUM	$681,437,444	$1,259,359,198	increased by$577,921,754
May 1, 2025 vs Oct 1, 2022	Accounts	2,063	2,682	increased by619
Oct 1, 2022	Employees	20	22	increased by2
Apr 1, 2022	Clients	394	2,063	increased by1,669
Apr 1, 2022	AUM	$494,349,914	$681,437,444	increased by$187,087,530
Apr 1, 2022	Accounts	162	2,063	increased by1,901

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “TANAGER WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TANAGER WEALTH” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.