Overview
Assets Under Management: $370 million
Headquarters: LOUISBURG, NC
High-Net-Worth Clients: 92
Average Client Assets: $3 million
Frequently Asked Questions
TAR RIVER WEALTH PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #328530), TAR RIVER WEALTH PLANNING, LLC is subject to fiduciary duty under federal law.
TAR RIVER WEALTH PLANNING, LLC is headquartered in LOUISBURG, NC.
TAR RIVER WEALTH PLANNING, LLC serves 92 high-net-worth clients according to their SEC filing dated December 11, 2025. View client details ↓
According to their SEC Form ADV, TAR RIVER WEALTH PLANNING, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
TAR RIVER WEALTH PLANNING, LLC manages $370 million in client assets according to their SEC filing dated December 11, 2025.
According to their SEC Form ADV, TAR RIVER WEALTH PLANNING, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.12
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,326
Discretionary Accounts: 988
Non-Discretionary Accounts: 338
Regulatory Filings
CRD Number: 328530
Filing ID: 2033550
Last Filing Date: 2025-12-11 16:58:35
Website: 1