Overview
Assets Under Management: $390 million
Headquarters: BOISE, ID
High-Net-Worth Clients: 2
Average Client Assets: $55 million
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: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.29
Average High-Net-Worth Client Assets: $55 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