TAR RIVER WEALTH PLANNING, LLC

CRD 328530File 801-129188

APPROVED

Retail clients

Custody

Filing as of Feb 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$401.2M

Below cohort median (national)

Discretionary AUM

$259.5M

Non-discretionary $141.6M

Clients

483

1,283 accounts

Employees

Below cohort median in NC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Dec 8, 2023
Principal office: 109 N MAIN ST, LOUISBURG, NC, 27549-9998
Phone: 919-496-1511
Website: https://www.tarriverwealthplanning.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $401.2M
Discretionary AUM: $259.5M
Non-discretionary AUM: $141.6M
Discretionary accounts: 944
Non-discretionary accounts: 339
Total accounts: 1,283
AUM per client: $831K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.4M
Charitable organizations	6	$1.3M
High net worth individuals	96	$269.9M
Pension and profit sharing plans	Fewer than 5	$27.7M
Individuals (other than high net worth individuals)	373	$100.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Publications
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: Yes
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.