Tanager Wealth Management is an SEC registered investment adviser organized as a limited liability partnership. Its latest Form ADV filing, dated March 24, 2026, reports $1.6B in regulatory assets under management, 46 employees, 2 offices, and 3,161 accounts.
Assets Under Management
$1.6B
Employees
46
Offices
2 offices
Total Clients
1,052
Primary office
LONDON
7TH FLOOR, EAST WING, VINTNERS PLACE, 68 UPPER THAMES STREET, LONDON, United Kingdom
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 42.1% of total clients.
Top client categories% of clientsClients
1
Individuals
42.1%
443
2
HNWI
34.0%
358
3
Irrevocable Trusts/Estates
23.7%
249
4
Pension Plans
0.1%
1
5
Charitable
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of March 24, 2026
Discretionary90.0%
$1.4B
90% of total RAUM90.0%
Non-discretionary10.0%
$161M
10% of total RAUM10.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.6B
Total Accounts3,161
10Y AUM Change+$1.5B (+2834.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees46
Clients per Employee23:1
10Y Employee Change+38 (+475.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.