TANARA WEALTH MANAGEMENT LLC

CRD 340174File 801-135541

APPROVED

Retail clients

Disclosure events

Filing as of Aug 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.09B

Above cohort median (national)

Discretionary AUM

$494.2M

Non-discretionary $599.0M

Clients

390

2,612 accounts

Employees

Top 25% of cohort in UT

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Mar 12, 2026
Principal office: 3301 N THANKSGIVING WAY, SUITE 425, LEHI, UT, 84048
Phone: 801-653-0564
Website: HTTPS://WWW.TANARAWM.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.09B
Discretionary AUM: $494.2M
Non-discretionary AUM: $599.0M
Discretionary accounts: 1,662
Non-discretionary accounts: 950
Total accounts: 2,612
AUM per client: $2.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	23	$183.8M
Insurance companies	1	$13.0M
High net worth individuals	114	$805.6M
Individuals (other than high net worth individuals)	252	$90.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
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

Q11H2

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.