{
  "crd_number": 166084,
  "slug": "tanager-wealth-management-london-166084",
  "primary_business_name": "TANAGER WEALTH MANAGEMENT",
  "legal_name": "TANAGER WEALTH MANAGEMENT LLP",
  "dbas": [],
  "city": "London",
  "state": null,
  "country": "United Kingdom",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-01-08",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-07-22",
  "carried_forward": false,
  "raum_total": 1604440422.0,
  "raum_discretionary": 1443373954.0,
  "raum_non_discretionary": 161066468.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 47,
  "advisory_employees": 16,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 188623574.0,
      "count": 249,
      "description": "TRUSTS, FOREIGN TRUSTS, UGMAS"
    },
    "charitable": {
      "raum": 12828124.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 204755511.0,
      "count": 443
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 78380558.0,
      "count": 1,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 1119852655.0,
      "count": 358
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "FL",
    "IL",
    "MA",
    "NC",
    "NJ",
    "NY",
    "PA",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/TANAGERWEALTH",
    "https://linkedin.com/COMPANY/2787678",
    "https://tanagerwealth.com",
    "https://twitter.com/TANAGERWEALTH"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166084",
  "city_as_filed": "LONDON",
  "url": "https://advisorcensus.com/firm/tanager-wealth-management-london-166084",
  "display_name": "Tanager Wealth Management",
  "summary": "Tanager Wealth Management is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2013, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 22, 2026.",
  "citation": "AdvisorCensus. Tanager Wealth Management (CRD 166084): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Tanager Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Tanager Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Tanager Wealth Management charge?",
      "a": "Its Form ADV Part 2A brochure dated March 10, 2026 states: Flat fee: $10,000 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Tanager Wealth Management located?",
      "a": "Tanager Wealth Management's principal office is in London, United Kingdom, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Tanager Wealth Management registered with the SEC or a state?",
      "a": "Tanager Wealth Management is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 166084."
    },
    {
      "q": "How much does Tanager Wealth Management manage?",
      "a": "Tanager Wealth Management reports $1,604,440,422 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (90% discretionary)."
    },
    {
      "q": "How have Tanager Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Tanager Wealth Management: Regulatory assets under management: $494,349,914 in the October 2021 data and $1,604,440,422 in the October 2026 data, up 225%. Total employees: 20 in October 2021 and 47 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Tanager Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (443); high net worth individuals (358); other (249)."
    },
    {
      "q": "Which custodians does Tanager Wealth Management use?",
      "a": "Tanager Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC and Transact as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Tanager Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/166084"
    },
    {
      "q": "What changed in Tanager Wealth Management's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Employees performing advisory functions went from 15 to 16."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 494349914.0,
      "total_employees": 20,
      "filing_date": "2021-06-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 681437444.0,
      "total_employees": 22,
      "filing_date": "2022-09-20"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 752763572.0,
      "total_employees": 27,
      "filing_date": "2023-08-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1007176453.0,
      "total_employees": 26,
      "filing_date": "2024-09-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1259359198.0,
      "total_employees": 27,
      "filing_date": "2025-04-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1604440422.0,
      "total_employees": 47,
      "filing_date": "2026-07-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Employees performing advisory functions went from 15 to 16."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 13 to 15.",
        "Regulatory assets under management went from $1,259,359,198 to $1,604,440,422 (+27%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 10, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$10,000",
    "planning_fees": [
      "Flat fee: $10,000 (creating client financial plans)"
    ],
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $10,000"
        ],
        "quotes": [
          "There is a minimum annual fee of $10,000 for all clients."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $10,000 (creating client financial plans)"
        ],
        "quotes": [
          "The fixed rate for creating client financial plans is $ 10,000. The fees are not negotiable."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": 10000.0,
      "planning": [
        {
          "kind": "flat",
          "amount": 10000.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "creating client financial plans"
        }
      ]
    },
    "quotes": [
      "There is a minimum annual fee of $10,000 for all clients.",
      "The fixed rate for creating client financial plans is $ 10,000. The fees are not negotiable."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Pershing Advisor Solutions LLC",
      "name_as_filed": "PERSHING ADVISOR SOLUTIONS LLC",
      "affiliated": false
    },
    {
      "name": "Transact",
      "name_as_filed": "TRANSACT",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/tanager-wealth-management-london-166084.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 443,
      "fewer_than_5": false,
      "raum": 204755511.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 358,
      "fewer_than_5": false,
      "raum": 1119852655.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 78380558.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 12828124.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 249,
      "fewer_than_5": false,
      "raum": 188623574.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166084",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}