Wood Tarver Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boise, ID. Its latest Form ADV filing, dated April 1, 2026, reports $489M in regulatory assets under management, 5 employees, and 1,537 accounts.
Assets Under Management
$489M
Employees
5
Offices
--
Total Clients
581
Primary office
BOISE, ID
3232 E BARBER VALLEY DRIVE, BOISE, ID, United States
Top client segmentIndividuals represent 73.5% of total clients.
Top client categories% of clientsClients
1
Individuals
73.5%
427
2
HNWI
25.5%
148
3
Pension Plans
0.9%
5
4
Corporations
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$489Mas of April 1, 2026
Discretionary100.0%
$489M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$489M
Total Accounts1,537
10Y AUM Change+$489M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee116:1
10Y Employee Change+3 (+150.0%)
* 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.