Tanara Wealth Management LLC

Overview

Tanara Wealth Management LLC is an SEC registered investment adviser based in Lehi, UT, registered since 2026. It reports $1.1B in assets under management across 2,612 accounts, with 15 employees. It has 7 investment adviser representatives.

Reported AUM

$1.1B

Discretionary

45%

Accounts

2,612

Average account

$419K

Employees

15

Advisory reps

7

Registered since

2026

Jurisdictions

8

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Insurance Companies

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 4

• Roger Zebulun Lowe Founding Partner, Chief Executive Officer CRD 5827761
• Walter Joseph Griffin President CRD 6911936
• Penny Gay Paul Chief Compliance Officer CRD 7544384

1 more executive officer, with direct contact details

Advisory reps 3 of 7

• Brock Kelson Alvord Investment Adviser Rep CRD 7629662
• J B Belliston Insurance Agent · Investment Adviser Rep CRD 2402952
• Alex Phillip Graham Investment Adviser Rep CRD 7247089

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3301 N Thanksgiving Way Ste 425
Lehi, UT 84048

County

Utah

Metro area

Provo-Orem, UT

Region

West

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: tanarawm.com

Every state, with registration dates

Similar firms near Lehi

• Townsquare Capital, LLCLehi, UT$18.1B AUM
• West Rim II Ugp, LLCLehi, UT$1.8B AUM
• West Rim Capital Associates II, L.P.Lehi, UT$1.7B AUM
• Drive Wealth AdvisersLehi, UT$1.5B AUM
• B.O.S.S. Retirement Advisors, LLCLehi, UT$1.4B AUM