Overview
Assets Under Management: $390 million
Headquarters: BOISE, ID
High-Net-Worth Clients: 132
Average Client Assets: $2 million
Frequently Asked Questions
WOOD TARVER FINANCIAL GROUP, 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 #298793), WOOD TARVER FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
WOOD TARVER FINANCIAL GROUP, LLC is headquartered in BOISE, ID.
WOOD TARVER FINANCIAL GROUP, LLC serves 132 high-net-worth clients according to their SEC filing dated August 20, 2025. View client details ↓
According to their SEC Form ADV, WOOD TARVER FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
WOOD TARVER FINANCIAL GROUP, LLC manages $390 million in client assets according to their SEC filing dated August 20, 2025.
According to their SEC Form ADV, WOOD TARVER FINANCIAL GROUP, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 132
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.67
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,429
Discretionary Accounts: 1,429
Regulatory Filings
CRD Number: 298793
Filing ID: 2010713
Last Filing Date: 2025-08-20 11:16:00
Website: https://woodtarver.com