Investment adviser · CRD 166084
TANAGER WEALTH MANAGEMENT
Investment adviser filing (IA)
TANAGER WEALTH MANAGEMENT LLP
LONDON, United Kingdom · Form ADV filed Jul 22, 2026
- Regulatory AUM
- $1.6B Form ADV · Item 5.F
- Client accounts
- 3,161 Accounts, not individual clients
- Employees
- 47 Reported in this filing
- Advisory professionals
- 16 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 358 | $1,119,852,655 | 69.8% |
| Individuals | 443 | $204,755,511 | 12.8% |
| Other clients | 249 | $188,623,574 | 11.8% |
| Retirement plans | Fewer than 5 | $78,380,558 | 4.9% |
| Charities | Fewer than 5 | $12,828,124 | 0.8% |
Filing source
Form ADV 2119419 · Jul 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
7TH FLOOR, EAST WING, VINTNERS PLACE, 68 UPPER THAMES STREETLONDON, EC4V 3BJ, United Kingdom
CRD 166084
Filing source
Form ADV 2119419 · Jul 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.