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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 Oct 1, 2026
Regulatory AUM
$489.0M
Above cohort median (national)
Discretionary AUM
$489.0M
Clients
581
1,537 accounts
Employees
5
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 526 | 581 | increased by55 |
| Apr 1, 2026 | AUM | $390,334,393 | $488,986,837 | increased by$98,652,444 |
| Apr 1, 2026 | Accounts | 1,429 | 1,537 | increased by108 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 374 | 526 | increased by152 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $285,000,000 | $390,334,393 | increased by$105,334,393 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,230 | 1,429 | increased by199 |
| Aug 1, 2022 | Employees | 5 | 4 | decreased by1 |
| Feb 1, 2022 | Clients | 329 | 374 | increased by45 |
| Feb 1, 2022 | AUM | $227,000,000 | $285,000,000 | increased by$58,000,000 |
| Feb 1, 2022 | Accounts | 1,215 | 1,230 | increased by15 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WOOD TARVER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WOOD TARVER” 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.