WOOD TARVER FINANCIAL

Legal name: WOOD TARVER FINANCIAL GROUP, LLC

CRD 298793File 801-114226

APPROVED

Retail clients

Custody

Filing as of Apr 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$489.0M

Above cohort median (national)

Discretionary AUM

$489.0M

Clients

581

1,537 accounts

Employees

Above cohort median in ID

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Nov 1, 2018
Principal office: 3232 E BARBER VALLEY DRIVE, BOISE, ID, 83716
Phone: 208-343-2001
Website: https://www.woodtarverfinancial.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $489.0M
Discretionary AUM: $489.0M
Non-discretionary AUM: $0
Discretionary accounts: 1,537
Non-discretionary accounts: 0
Total accounts: 1,537
AUM per client: $842K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	1	$190K
High net worth individuals	148	$339.2M
Pension and profit sharing plans	5	$26.9M
Individuals (other than high net worth individuals)	427	$122.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: Yes
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
Aug 12, 2026	Registration	—	APPROVED

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.